January 21, 2020 Five Financial Tips for Female Founders by Beata Kirr The number of women-owned businesses has been growing at more than double the annual rate of firms in general over the past five years. 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
November 11, 2019 Jump-Start Your Family’s Philanthropy on Giving Tuesday by Anne Bucciarelli At this time of the year, families pause their busy lives and gather together to reflect on their many blessings. It’s also a time when thoughts of charitable giving are front of mind, and many make year-end donations. The holiday season offers an opportunity to not only reflect on how you’ve given in the past but to create a plan to drive your gifts going forward. As you gather with family or sit around the Thanksgiving table this year, take the opportunity to engage your heirs and discuss values and philanthropic interests. So when Giving Tuesday arrives on December 3, everyone can be involved in giving back. Family Engagement, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
October 25, 2019 Two Charitable Vehicles That Go Hand in Hand by Anne Bucciarelli, Jennifer Ostberg How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences. Business Owners, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
September 05, 2019 The Investor’s Survival Guide to a Long Life by Kent Hargis, Sammy Suzuki, Aditya Monappa Rejoice—people around the world are living longer! But pause the festivities—that means they need more retirement money. To ensure they don’t run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring. Equities, Multi-Asset, Volatility, Women & Wealth Likes 0 SHARE Bookmarks
July 05, 2019 One Number Every Business Owner Needs to Know by Andrew Bishop, Daniel Brunello Most entrepreneurs eyeing the exit have a “magic” number in their head—a price tag they feel they need to secure before handing over the reins. But few can show their math, leading many to overestimate the amount they truly require. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
June 24, 2019 Four Ways Women Give Differently by Beata Kirr, Tara Thompson Popernik When it comes to charitable intentions, women exhibit some distinct preferences and behaviors. See what set female philanthropists apart. Wealth Planning, Women & Wealth Likes 1 SHARE Bookmarks
May 29, 2019 Are Your Heirs Engaged? by Heather George, Anne Bucciarelli Not ready to share the full details of your assets, yet you know you need to engage and prepare the next generation? Use philanthropy as a conduit to get the next generation involved. Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
May 22, 2019 Should You Tap Your 529 Plan to Pay for Private School? by Beata Kirr, Tara Thompson Popernik Thanks to the Tax Cuts and Jobs Act of 2017, investors can now use 529 college savings plans to pay for private school tuition in grades K-12. But should they? Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 08, 2019 Put the Law on Your Side by Beata Kirr, Andrea Kushner Many women focus on downside protection in their investments, but there’s one wealth destroyer that can sneak up on you: unforeseen legal exposure. Wealth Planning, Women & Wealth Likes 1 SHARE Bookmarks
April 04, 2019 Why Every Business Owner Should Have an Exit Plan by Andrew Bishop, Daniel Brunello When many business owners hear the words “exit plan” or “succession plan,” they immediately think of retirement or that the end is approaching. Some owners view exit planning as “nice to have” while others quite frankly are just too busy managing their company to develop a plan with their advisors and put it in place. But having the right plan in place can reduce risk and ensure that those you care about are taken care of if the unexpected happens. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks