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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The three-part series "The making of Marion Barry" looks at how the future mayor got his start in the civil rights movement, how he became a power player in the city and his enduring legacy.