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Tuesday, February 6, 2024

Does that sound threatening? Communicating about money with your significant other actually can be healthy for your relationship. Couples with  similar financial values can simplify the processes of designing and meeting shared...

Saturday, February 3, 2024

your tolerance for the risk of financial loss. Like this Forbes article says: “When people gamble on sports, they generally bet all their money on one team. If their team wins, they reap the rewards. And if their team loses?...

Thursday, January 11, 2024

that can have a positive impact. Identify and eliminate barriers that get in the way. Gather support from family and friends. Action: implementation Congratulations! You’ve taken your first step toward the new you. Many people...

Thursday, January 11, 2024

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to help cultivate better financial health. January:...

Thursday, January 11, 2024

Key Financial Wellness Metrics for Retirement-Focused Individuals   In planning for “retirement”, whatever that word may mean to you, it’s vital to understand your net worth now – and to assess what assets...

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Thursday, June 1, 2023

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support...

Wednesday, March 8, 2023

March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity, and improved work-life balance. Let’s discuss some...

Tuesday, December 20, 2022

Holidays are prime time for eating delicious food, celebrating with loved ones, and creating long-lasting memories. All this cheer can be physically and mentally draining. Consider a focus on your own wellness this holiday season. Here...

Tuesday, December 13, 2022

Disability -- any condition of the body or mind (impairment) that makes it more difficult for the person with the condition to do certain activities (activity limitation) or to interact with the world around them (participation...

Thursday, November 10, 2022

The past two years presented many small-business owners with unprecedented challenges. This year’s tax planning preparations include necessary measures for small-business owners to satisfy existing, new, and modified tax laws...

Thursday, October 27, 2022

Heading into your retirement years brings a slew of new topics that require attention, and one of the most maddening may be Medicare. Figuring out when to enroll, which type of coverage may work best for yu, and which product to...

Friday, October 21, 2022

Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have liquid assets of $1 million or more.1 For many individuals who...

Tuesday, October 11, 2022

Flexible hours. Casual dress. Relief from daily commutes in rush hour traffic. Weaving work responsibilities into child, elder, and/or pet care. Accepting doorstep deliveries.Millions of Americans enjoy the independence of working from...

Saturday, October 1, 2022

Many people incorrectly assume that life insurance is available only to younger adults. While death is a certainty for all, younger people may be statistically less likely to cause a claim on their policy. Nevertheless, some life...

Sunday, September 4, 2022

National Wildlife Day was established in 2005 by animal advocate Colleen Paige.1 The following year, she set a second National Wildlife celebration for February 22, honoring Australian conservationist and TV personality Steve Irwin...

Friday, August 26, 2022

Why think about the disposition of your assets at your death and any tax implications? Statistically speaking, women live longer than men. So if you are married, you'll also probably have the last word about the final disposition of...

Sunday, August 14, 2022

Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of 'money...

Thursday, August 11, 2022

In July, the International Union for the Conservation of Nature (“IUCN”, global authority on biological diversity) added the monarch butterfly to its red list -- 2 steps away from extinction, because of widespread use of...

Thursday, August 4, 2022

 In 2022, U.S. inflation hit a 40-year high – after 15 years of near-zero interest rate – with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these...

Monday, July 25, 2022

“ESG” or “Environmental & Social Governance” is one of those “ocean phrases” that means something different to everyone who closes their eyes and imagines it. What do you see when you close your eyes...

Thursday, July 21, 2022

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...

Monday, July 4, 2022

The American Revolution of 1776 led to the creation of a new nation like no other. The United States Declaration of Independence, formally “The unanimous Declaration of the thirteen united States of America”, was...

Monday, June 27, 2022

In Gilbert & Sullivan’s “The Mikado”, Nanki Poo declares that ‘the flowers that bloom in the spring Tra La breathe promise of merry sunshine — As we merrily dance and we sing Tra La we welcome the hope...

Monday, June 20, 2022

I live in Texas where June 19, also known as Juneteenth, has been a state holiday since 1979[i]. On signing the Juneteenth National Independence Day Act on June 17 last year, President Biden stated: “Juneteenth marks both...

Monday, June 13, 2022

What constitutes a gift to charity?A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property, which can include a cash flow--your time or...

Monday, June 6, 2022

Environmental, Social, and Governance (“ESG”) investing is a brand on the rise in the United States and around the world. A 2018 study from Harvard University’s Kennedy School of Government found that claims of...

Friday, April 22, 2022

Tuesday, April 12, 2022

Tuesday, April 5, 2022

Monday, April 4, 2022

Tuesday, March 29, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Monday, March 7, 2022

Friday, February 25, 2022

Tuesday, February 22, 2022

Monday, February 14, 2022

Tuesday, February 8, 2022