Her Wealth
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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.
4 days ago -
Tax tricks and treats: Are you ready for the grim tax reaper?
As thoughts turn to scary costumes and ghosts this Halloween, don’t get surprised by some of the changes lurking in the new tax code. Remember, there are still a few things you can do to lessen your burden when it’s time to file in April.
3 weeks 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.
3 weeks 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.
1 month ago -
Pros and cons of hybrid long-term care insurance
Finding solutions to pay for long-term care is a critical conversation to have while planning plan for a successful retirement. Nina Mitchell, a senior wealth adviser has some tips.
1 month 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.
2 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.
2 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.
2 months ago -
Winning the long game: What professional athletes can teach us about retirement planning
From the very first time a professional athlete sets foot on a court, field, or diamond, they need to start considering their life after sports. They also need to be thinking about whether they can afford their retirement — just like the rest of us should.
3 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.
3 months ago -
Weighing the costs and need for long-term care insurance — Part 1
Long-term care is one of the toughest conversations between financial advisers and clients but given the rising costs of care, it’s a critical consideration for long-term retirement planning. Here’s a general overview of what you need to know regarding traditional long-term care insurance.
3 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.
4 months ago -
The truth about taxes in retirement
Whether you’re just beginning this new chapter or are already in retirement, it’s important to understand the potential tax impacts as you move through the various stages. A wealth adviser and a tax manager walk you through it.
4 months ago -
How to tap your 529 college plan to pay for education expenses
With fall college payments due in the next few weeks, now is a good time to review the 529 college plans you diligently funded and make sure you understand and use them properly. Her Wealth co-founder Nina Mitchell has some tips.
4 months ago -
3 common questions newly widowed spouses face
In the first part of a series, Dawn Doebler discusses how newly widowed spouses can make important financial decisions — like settling their estate, collecting life insurance benefits and deciding where to live — while grieving.
4 months ago
