May 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
April 30, 2020 Donating When There’s a Need for Speed by Jennifer Ostberg Each day brings fresh stories of individuals and businesses in dire need. Many charitably minded individuals stand ready to help—but they just want to know the fastest way to intercede. Business Owners, Coronavirus, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
April 20, 2020 Finding Commonality through a Crisis by Andrea Kushner, Emily Neubert How do you safely shelter in place when your children or stepchildren are splitting their time between more than one household? By planning with your co-parent. Coronavirus, Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 14, 2020 What Should Board Members Do Now? by Christopher Clarkson Nonprofit and Foundation board members face intense pressure to make game-changing investment decisions right now. Here’s a roadmap to navigating next steps. Coronavirus, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
April 06, 2020 Longevity and Legacy: Maintaining Relationships in the Age of Social Distancing by Tara Thompson Popernik, Heather George Tight, enduring relationships are a strong predictor of happiness. But how can you nurture these bonds with family dynamics shifting under “shelter-in-place”? Coronavirus, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
March 30, 2020 Two Top of Mind Questions in A Volatile Market by Christopher Clarkson, Austin Cooke Following a steep fall in US stocks, many investors have two pressing questions: Should I retreat from equities and how long will it take for the markets to recover? Business Owners, Coronavirus, Equities, Women & Wealth Likes 0 SHARE Bookmarks
February 21, 2020 Four Things Successful Women Do in Big Financial Transitions by Beata Kirr Life in transition is stressful enough without the added pressure of tackling big wealth decisions. Here’s how to survive. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 12, 2020 What Do Female Founders Need? Women Investors by Beata Kirr Successful fundraising for women-led start-ups may hinge on an elusive ally: wealthy women. Business Owners, Women & Wealth Likes 0 SHARE Bookmarks
February 04, 2020 Charitable Gifts and a DAF: Better Together? by Shea McCabe, Jennifer Ostberg Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know. Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 21, 2020 Five Financial Tips for Female Founders by Beata Kirr As more female founders join start-up nation, their personal finances need to evolve beyond business as usual. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 06, 2020 Two Numbers You Need to Know by Jennifer Ostberg Do you have enough money to live, and give to your family, or favorite charity? Many Americans declare New Year’s resolutions that better physical well-being, but understanding financial health is just as important. Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 03, 2019 Tips for Making Your Charitable Donations Count by Robert Dietz, Jennifer Ostberg Philanthropic giving is inherently personal because it is rooted in your values and in how you choose to fulfill your sense of responsibility to your family, the community, and the world. Here are a few tips to ensure your gift qualifies for a charitable income tax deduction. Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 02, 2019 Don’t Miss Out on These Year-End Tax Strategies by Christopher Clarkson, Tara Thompson Popernik The end of the year may be your last chance to take advantage of strategies to lower your tax bill for 2019. But don’t wait till the last minute. Find out if these strategies are appropriate for you. Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks