Her Wealth
Latest
-
Tips for investors when stock markets get wonky
With the recent extremes and an investor’s natural bias to loss aversion, our U.S. stock markets have become downright wonky. A financial adviser lays out a plan of action to keep it all in check.
4 days 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.
2 weeks 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.
3 weeks 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.
1 month 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.
2 months ago -
Family offices are not just for the superwealthy anymore
A family office is one way to ensure better management of a shared asset pool and to reduce intrafamily conflicts. But with the growing number of wealthy families, the concept has expanded beyond serving billionaires.
2 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.
2 months 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 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.
3 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.
3 months 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.
3 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.
4 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.
4 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
