When it comes to your financial wellness, knowledge is power. It’s also the foundation for intelligent, well-considered decisions. To continue to enrich your financial knowledge and acumen, we invite you to explore our latest blog posts below.
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For most families, estate planning means drafting a will, setting up a trust, and making sure assets pass cleanly to the next generation. That is a solid foundation, but for families managing significant wealth across multiple generations, it is only the beginning. The real challenge is not the transfer, but
If you are a woman who has built a business, you already know how to make decisions that veer from the standard playbook. Your exit should be no different. Many founders are told the story ends the same way: find a buyer, negotiate a number, walk away. But a non-sale
For the high-achieving woman, the word “retirement” might feel like a poor fit. It suggests a fading out or a stopping point that doesn’t align with a lifetime of leadership. If you have spent decades in the C-suite, managing complex teams, or building a professional reputation, you don’t simply stop.
Retirement is often visualized as a stationary destination, a hard-earned rest after decades of work. However, for the modern retiree, it is more accurately the beginning of a new, complex trek. With life expectancies now regularly stretching into the late eighties and nineties, a typical retirement can span thirty years.
Retirement can feel like a finish line, but for many, it’s more accurately the start of a multi-decade journey. Thanks to longer life expectancies, a typical retiree today may need to plan for 25–30 years or more without a paycheck. While a long life is a blessing, it brings to
The holidays have a way of opening the door to meaningful conversations. With time away from the usual hustle and bustle, families often start talking about what’s ahead. For parents of teens, that future frequently includes college: not just where your child might go, but how it will be paid
For couples approaching retirement, the path forward doesn’t always unfold in unison. Career timelines, energy levels, health, or simple readiness can lead one partner to retire while the other continues working. And while this staggered retirement can make sense, it also raises some serious questions and “what-ifs”. “What if one
When women give, they don’t just donate, they connect. They give to make something better, to lift someone up, or to leave a mark that lasts. It’s rarely just about the tax deduction or a name on a building. It’s about meaning. Today, women are one of the most powerful
Single, child-free, and staring down the next chapter of life, whether you’re focused on today’s career or tomorrow’s possibilities, comes with a particular kind of freedom. Your time is your own, your decisions are yours to make, and you get to define what “a great life” looks like without compromise.
15 Financial Terms Everyone Should Know Somewhere between algebra and dissecting frogs, most of us missed the class on “How Money Actually Works,” probably because there wasn’t one! And yet, the language of finance follows us everywhere, whether it’s picking benefits at a new job, opening an investment account, or
If you’re a woman building a business, you’re not just growing a company. You’re growing capital, influence, and a future that doesn’t rely on anyone else’s playbook. But as your business evolves, so should your financial plan. From those early bootstrapping days to the moment you’re signing a letter of
As parents and members of the “village,” one of the most meaningful ways to support your child’s future is through thoughtful financial planning. Whether you want to help pay for college, build a nest egg, or give your kids a head start on financial independence, there are several investment vehicles
Money is personal, but when you’re part of a couple, it’s also shared. From deciding whether to renovate the kitchen to planning for retirement, couples make financial decisions together every day. Yet research shows that many couples approach risk differently, especially when it comes to investing. According to a 2024
As a business owner or executive, you’ve poured time, energy, and capital into building something meaningful. After all, your business isn’t just a source of income—it’s your legacy. But when most of your wealth is tied up in your company or stock, your financial picture can become vulnerable to risks
At some point, we all think about what we’ll leave behind—not just in terms of assets, but in the lessons, values, and security we pass on to those we love. Maybe it’s the discipline that helped you build your wealth in the first place. Maybe it’s the belief in hard
You planned your wedding with care—every detail, every contingency. You probably even had a backup plan in case of rain. But what about your divorce? No one walks down the aisle expecting to end up in a lawyer’s office years later, but if you’ve reached that point, you owe it
Balancing career ambitions with family goals often requires professional women to approach fertility planning with a combination of foresight and strategy. Whether you’re considering in vitro fertilization (IVF), egg freezing, or other treatments, the process is deeply personal—and it can also be emotionally and financially overwhelming. A critical piece of
Have you ever written down predictions for what will happen in the year ahead? For investors, taking note of your beliefs about the market or economy and then coming back later to inspect can be a good exercise in understanding the difficulties of forecasting. It’s a lesson we can even
The holiday season has a way of bringing family values to the forefront. As homes fill with the warmth of shared meals, sparkling lights, and the joyful chaos of togetherness, it’s also an ideal time to reflect on one of the most important values we can pass on: a healthy
The holiday season is a time of joy, generosity, and togetherness, but it’s also a season marked by increased spending and financial decision-making. For parents, this festive period provides a unique opportunity to teach children valuable lessons about money management. With the excitement of gifts and celebrations, children naturally become
Retirement is one of the most significant transitions in life, especially when it follows the end of a lifelong career. After decades of hard work, dedication, and possibly even personal sacrifice, stepping away from your job is a monumental shift. For many, it brings a mix of emotions: excitement for
As the political noise builds toward the 2024 presidential elections, many American investors find themselves grappling with uncertainty about how the outcome might impact their investment portfolios and retirement plans. With nearly half of investors believing that election results will have a more significant effect on their financial futures than
Selling a business is a monumental milestone, often marking the culmination of years of hard work, dedication, and sacrifice. It’s a time of significant financial and personal transition and can bring about a mix of emotions, from pride to uncertainty about what comes next. As you step into this new
Becoming a widow can be an incredibly painful experience, often accompanied by a whirlwind of emotions and an overwhelming list of responsibilities. Beyond the grief, the financial implications of losing a spouse can add layers of complexity to an already challenging time. In this blog, we’ll explore how to manage
Inheriting money can be a double-edged sword. While it can provide financial security and opportunities, it may also come with difficult emotions attached. As a financial advisor, I’ve seen firsthand how challenging it can be to navigate the intricacies of managing a sudden windfall, especially when it comes in the
As women continue to make strides in their professional lives, the question of family planning becomes increasingly complex. With career advancements often taking precedence in early adulthood, many professional women find themselves facing the reality of fertility decline as they approach their mid-thirties and beyond. In this blog, we’ll delve
Many middle-aged adults find themselves helping a parent and raising children. In this recorded webinar done in partnership with the UAB National Alumni Assocation, we discover how to handle the needs for aging parents during a life stage with many important roles. The sandwich generation refers to those in their
It’s no secret that over the last 10 years, non-U.S. stock returns have trailed U.S. stocks. However, you might not know that, from the perspective of U.S. investors, non-U.S. market returns over this period have been meaningfully affected by something other than the stocks themselves — currency. When U.S. investors
FOMO. Fear of missing out. It’s the acronym for a behavioral phenomenon where people worry they’re missing out on something important they believe may help improve their lives — information, the novel features offered by the latest smartphone or the desire to be part of an exciting shared experience like
When we think about the important lessons that parenting needs to encompass, the imparting of financial literacy is not always widely considered, or is often shied away from due to lack of knowledge or confidence. Yet the need for raising financially astute humans is global and timeless. With Father’s Day
