Giving in all ways is central to our identity as women. In this article we share insights about the ways women give and where giving is concentrated.
During bear markets it is so easy to run into a wall of worry. We all know that market performance is completely outside of our control but that doesn’t stop us from worrying about it. In this article we examine those worries and how best to prepare for uncertainty in our future.
Cash is the ultimate portfolio stabilizer and for the last 10 years has provided little to no return. The Fed’s rate increases have changed that. Explore some options that are available.
Roth Conversions are the topic du jour as we approach year end tax planning. This article looks at the benefits and costs of a conversion, including identifying the optimal windows and why they can be great tax management tools for both early and late career savers.
It gets more and more difficult to protect and monitor our important information. If you are helping a senior it is even harder.
Carefull is a new digital tool that helps consumers monitor their data and accounts as well as those of their loved ones.
It is ok to not have all the answers. Sometimes just starting the journey is enough to get you to the next place. What is important is to have a sense of direction.
Navigating the Medicare enrollment process and all that it entails can be tricky. Read about Leslie’s adventure and take note of her helpful tips.
Good health is our most important asset. In fact, it is priceless. If you have experienced a period of poor health, you know what I mean. In this country, one of the best ways to avoid financial disaster is to have health insurance.
Everyone is looking for tips and tricks to pay less in taxes and make the most of their money. A health savings account (HSA) is one of our favorites! It is the only Triple Tax-Free account that allows you to save and plan for retirement.