Personal Finance

Optimizing Tax Strategy and Charitable Giving with a Donor Advised Fund

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.

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Buying a Home Checklist

A checklist for first-time home buyers.



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Merging Your Money When You Marry

Getting married is exciting, but it brings many challenges.



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Take Charge of Your Future: A Primer for Women Investors

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.



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Living in the Sandwich Generation

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. 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.



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Moving Forward Financially after the Loss of a Spouse

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.



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Why Women Need Life Insurance

Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially should you pass away?



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