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Ladies, Let’s Talk About Financial Organization
(THIS ARTICLE IS THE FIRST OF TWO FOR WOMEN | WEALTH | WELLNESS) The older I get, the more I understand the value of being organized — not just in my personal calendar or “to do” list, but also in my financial life. It seems every year I hear of others who begin...
Time, Talent, Treasures: Why the Fundamentals of Philanthropy Matter
Although I didn’t know what “philanthropy” meant as a young girl, I knew that my parents always contributed to our community. They were excellent role models to my brothers and me in giving back, and I cannot recall a time in my life when my parents weren’t making a...
How Single Women Can Attain Financial Security By Themselves
A growing number of single women in the United States are childless by either choice, circumstances or challenges. This group, affectionately known as PANKs — “professional aunt, no kids,” an acronym coined by author Melanie Notkin — numbered roughly 23 million in...
How Female Investors Can Take the Lead in Their Investment Journey
According to research by McKinsey, an unprecedented amount of assets will shift into the hands of U.S. women over the next three to five years. By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess...
The Two Things Every Woman Needs to Navigate Loss: Part 2
THIS IS THE SECOND ARTICLE IN A TWO-PART SERIES FOR WOMEN | WEALTH | WELLNESS Our first article discussed the importance of estate planning and ways to mitigate unnecessary financial stress and complications during an already difficult time. Whether it's the sudden...
Ladies, Invest in Yourself on Financial Awareness Day!
Let’s be honest: Women are on top of things. Whether a homemaker or a career professional, any woman you meet is likely busy juggling countless responsibilities. However, because she is so busy, she may not be able to slow down enough—or even know where to start—to...
The Two Things Every Woman Needs to Navigate Loss: Part 1
THIS ARTICLE IS THE FIRST OF TWO FOR WOMEN | WEALTH | WELLNESS With the four-year mark looming, Cassie is thinking back on her husband’s tragic accident and funeral. “That whole week is a blur, but I remember a few things. “I remember thinking: This can’t be real....
Protecting Assets in Marriage and Divorce
As is true for most everything in life, the best defense is a good offense. No one wants to plan for divorce, and yet, the best way to protect your assets through a divorce is to begin preparing today. Whether you have been blessed with a large inheritance passed down...
How Female Donors Can Use Trusts to Fulfill Their Charitable Giving Goals
Women traditionally fill the role of nurturer in their families, and for some, that feeling of responsibility also extends to their communities through charitable giving. According to a 2017 study by the University of Zurich, women are more likely than men to engage...
Three Areas That Can Help Women Build Financial Literacy Skills
April became National Financial Literacy month in the United States in 2003, when Congress passed the Financial Literacy and Education Improvement Act after determining that too many Americans lacked an understanding of, and basic education about, financial literacy....