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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Recreating the District in video game form was no small task. Here's how the developers did it.