Dawn Doebler
Latest
-
Reset your financial goals by avoiding these roadblocks
There are constraints that you may not be aware of that may be preventing you from making progress. Before establishing your financial goals, let’s make sure these roadblocks are not getting in your way.
1 week ago -
Top books to grow your financial literacy and wealth
Building wealth, like doing anything well, is a process that requires lifelong learning. Here are eight good books that cover a variety of wealth-improvement topics.
1 month ago -
Your 12-month plan to take control of your wealth
If taking control of your money and wealth is one of your resolutions for 2019, Dawn Doebler, a senior wealth adviser at The Colony Group and co-founder of Her Wealth, lays out a yearlong series on how to support your efforts.
1 month ago -
Top financial planning trends for 2019
It’s that time of year when we make predictions for the new year. So, what are the hot financial planning trends for 2019? Dawn Doebler, senior wealth adviser at The Colony Group and one of the founders of Her Wealth®, shares her top five.
2 months ago -
How to give to family and friends — and avoid gift taxes
Under federal tax law, it’s not the recipient but the gift giver who is subject to the gift tax. That’s why before you give, you’ll want to reference this list of basic rules.
2 months ago -
What to know about ethical wills
Ethical wills are now written by men and women alike with the goal of communicating personal wisdom and values to the next generation. Learn more about this form of passing down your legacy.
3 months ago -
How your company benefits can protect your financial plan
Your employer-provided benefits are more than just a reward for your hard work. From a broader perspective, these benefits provide an important way to identify and cover risk in your financial plan, as well as receive certain monetary or tax benefits for you and your family.
3 months ago -
5 reasons to consider a special needs trust
A special needs trust is designed to hold and protect financial assets for the benefit of a disabled beneficiary. Dawn Doebler, a senior wealth adviser, outlines why this may be helpful for your family.
4 months ago -
How ABLE accounts support special-needs children and their families
Balancing the use of a family’s private wealth alongside potential government aid became a bit easier when Congress passed the ABLE Act of 2014. Learn more about how ABLE accounts can help.
4 months ago -
5 uncommon ways to use a home equity line of credit
A home is the largest asset for most Americans. Not only is it where you live and make memories, tapping into a home’s equity may provide the funds to cover large expenses with reasonable terms.
5 months ago -
How to use an IRA giving strategy to increase tax benefits
Many of us give to charities not only out of a sense of helping our community or those in need, but also because it can be a powerful tax strategy. If you’re over 70 and a half, there’s a different way you can give.
5 months ago -
12 reasons women need to close the financial literacy gap
A review of research from over the last six years points to a persistent gender gap in both financial and investment understanding. Here are 12 compelling reasons (and some startling statistics) why women should get educated about their finances.
5 months ago -
Financial sanity for the ‘sandwich generation’
About one in seven middle-aged adults is providing financial support to both an aging parent and a child. Two financial advisers have tips for this stage in life.
6 months ago -
4 ways the ‘Kiddie Tax’ can work for you and your family
The Kiddie Tax prevents parents from shifting securities to their kids, but some income-shifting strategies are still available and can save a lot over the course of years. Two wealth advisers explain.
6 months ago -
3 questions newly widowed spouses face on Social Security, investments and paying bills
The period after losing a spouse can be a time of uncertainty as those who are now suddenly single grapple with confusing and often complex financial decisions.
7 months ago
