Speak with a Financial Expert
Speak with a Financial Expert

Top 8 Obstacles To Female Leadership & How To Confront Them

Posted by Lyn Dippel, JD, CFP® on June 07, 2021
Although the number of women CEOs in S&P 500 companies reached an all-time high in 2020, the figure is still
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Topics: Financial Planning

High Net Worth Inheritance Planning: What You Need To Know

Posted by Jim Kantowski, CFP®, CPA on May 21, 2021
Inheritance planning for your family’s future is an important part of an estate plan that can become complicated for high net worth individuals. Many Americans can pass down assets to their heirs without estate tax issues. However, this is not the case for ...
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Topics: Financial Planning

Divorce Financial Planning: 5 Key Tips For Divorcees

Posted by Lyn Dippel, JD, CFP® on May 06, 2021
Going through a divorce is a huge transition, with multiple aspects of your life changing at once. It can be extremely challenging, both emotionally and logistically. While financial planning when getting divorced may be the last thing you want to think about, ...
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Topics: Financial Planning

Wealth Preservation: 5 Key Strategies

Posted by Jim Kantowski, CFP®, CPA on April 26, 2021
For many Americans, it’s common in our younger years to focus on saving money for life’s big milestones, such as buying a house, funding a child’s college education, or retirement. As we progress along our financial journeys, our focus often turns to growing the ...
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Topics: Financial Planning

How Women Of Wealth Are Changing Wealth Management

Posted by Lyn Dippel, JD, CFP® on April 20, 2021
Female wealth has increased substantially over the past few years, with women now controlling 32% of the world’s money and contributing $5 ...
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Topics: Financial Planning

Quarterly Market Review - Q1 2021

Posted by Jim Kantowski, CFP®, CPA on April 20, 2021
Despite periodic bouts of volatility, global stocks rallied in March, capping off a strong first quarter. Improving economic outlooks, largely due to the expanding availability of COVID -19 vaccines, provided a supportive backdrop for global equities. ...
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Topics: Investment News

How To Pick A Wealth Management Firm: 4 Tips

Posted by Jim Kantowski, CFP®, CPA on April 15, 2021
Choosing a wealth manager is an important decision that requires your time and effort. This choice has the potential to impact the course of your financial future for better or worse, so it’s crucial to make your selection wisely—but don’t worry, the process ...
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Topics: Financial Planning

The Importance Of Financial Planning For Women

Posted by Lyn Dippel, JD, CFP® on April 08, 2021
Between their responsibilities at work and at home, many women today are so strapped for time that financial planning is the last thing on their minds. If this sounds like you, you’re not alone. However, one of the most important pieces of financial ...
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Topics: Financial Planning

ESG Vs. SRI Investing: What’s The Difference?

Posted by Dan Ebinger on March 25, 2021
Environmental, social, and governance (ESG) investing and socially responsible investing (SRI) are both viable strategies to grow your wealth in a way that aligns with your personal values. Before you get started with either approach, it’s important to understand ...
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Topics: Investment News

9 Questions To Ask Financial Advisors In A First Meeting

Posted by Billy Hufnell on March 18, 2021
You need to be able to completely trust your financial advisor and feel comfortable asking any questions that are on your mind. This trust will give you peace of mind that they’re proactively managing your money—and with an expert eye—in a way that suits your ...
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Topics: Financial Planning