Her Wealth
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4 steps to build your financial plan from vision to reality
Using a goals-based approach to financial planning can ensure your financial plan is focused on how your unique set of financial attributes can be used to achieve your personal life goals. Dawn Doebler, senior wealth adviser at The Colony Group lays out some steps for strong financial planning.
6 hours ago -
4 questions to ask to maximize your life insurance benefits
Life insurance is a cornerstone of many people’s financial plan, and there are nuances that sometimes get overlooked. Here are four questions you should ask to maximize the benefits of your life insurance.
2 weeks ago -
Tax changes: Alimony may still offer state tax deduction
You may have heard that alimony payments are no longer deductible for federal income tax purposes. But you might still be able to deduct it from your state income taxes. Here’s what you need to know if you’re newly divorced and filing taxes.
4 weeks ago -
Getting and keeping the credit (score) you deserve
Your credit can affect everything from everyday shopping to big ticket purchases, from where you live to getting a job or starting your own business. Nina Mitchell of Her Wealth has tips for maintaining good credit, regardless of your level of wealth.
1 month ago -
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 month ago -
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.
2 months 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 months 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 months 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.
3 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.
3 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.
4 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.
4 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.
4 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.
5 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.
5 months ago
