Martin Schamis October 2, 2018
One of the benefits of employing the use of a Donor Advised Fund (DAF) in your charitable giving strategy is that, in certain scenarios, it can be utilized to separate your tax strategy from your charitable giving strategy.
August 29, 2018
Getting married is exciting, but it brings many challenges. One challenge that you and your spouse will have to face is how to merge your finances.
August 28, 2018
A checklist for first-time home buyers
Jessica Landis July 30, 2018
Today’s female population is more educated and accomplished than ever before. By 2020, women are expected to control 2/3 of private wealth.¹ That being said, when it comes to long-term, personal financial planning, women are often still giving up their seat at the table.
July 30, 2018
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education.
Squeezed in the middle, you're in the "sandwich generation" — a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and aging parents.
Whether this is your first child or your fourth, here are some financial matters to think about and plan for before and after baby arrives.
The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation.
July 1, 2018
Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance.
June 26, 2018
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition?
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