Her Wealth
Latest
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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.
3 weeks 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.
4 weeks 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.
1 month 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.
2 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.
2 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.
2 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.
2 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.
2 months ago -
15 ways to define and achieve financial freedom
For the upcoming Fourth of July holiday, Dawn Doebler of Her Wealth defines 15 ways that you can find your own financial independence.
3 months ago -
5 questions a financial adviser should ask you
While there are many articles about questions you should ask when you interview a financial adviser, little has been written about what types of questions the adviser should ask you during the interview process. Dawn Doebler, co-founder of Her Wealth, uses these five questions to learn about her financial clients.
3 months ago -
6 ways fathers can build healthy money habits in their children
By integrating money lessons into everyday actions with their families, fathers can support a positive relationship with money while providing basic financial management skills to their children.
3 months ago -
3 big tips for women who travel
Women are traveling more than ever and taking solo trips in greater numbers each year. Before stepping onto the plane or getting behind the wheel, here are a few tips for safe travels.
3 months ago -
5 common divorce mistakes to avoid
If you’re contemplating divorce, or in the middle of negotiations, this may serve as a good checklist to help you avoid the more common mistakes.
4 months ago -
How to include valuable art and collectibles in your estate plan
If you own valuable artwork, antiques or other collectibles, then you may want to consider how to correctly distribute these assets upon your death. Here are eight planning techniques you can initiate while you’re alive.
4 months ago -
Are donor advised funds right for your charitable giving?
A donor-advised fund is a powerful and popular tool to simplify the management of your charitable giving. Here are the answers to a few of the most frequently asked questions to help you better understand this charitable giving vehicle.
4 months ago
