Speak with a Financial Expert
Speak with a Financial Expert

Lyn Dippel, JD, CFP®

Lyn Dippel, JD, CFP®
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Recent Posts

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

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

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

Financial Planning For Lawyers: What You Should Know

Posted by Lyn Dippel, JD, CFP® on February 25, 2021
Attorneys face unique financial planning challenges for a variety of reasons, such as their typical savings and income levels, insurance requirements, and more. This is why it’s essential to understand the key factors that financial planning for lawyers must ...
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Topics: Financial Planning

ESG Wealth Management: What Does The Future Hold?

Posted by Lyn Dippel, JD, CFP® on February 23, 2021
The factors that drive investment decisions can be deeply personal. For example, you may choose to only invest your wealth in companies with strong environmental, social, and governance (ESG) commitments and practices that align with moral stances you hold or ...
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Topics: Investment News

The Pros & Cons Of Socially Responsible Investing

Posted by Lyn Dippel, JD, CFP® on February 08, 2021
Are you intrigued by the idea of investing with a purpose—simultaneously growing your personal wealth while supporting social and environmental causes? If so, you’re not alone. For the past few years, the concept has been
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Topics: Investment News

SRI, ESG & Impact Investing For Women: Understanding Your Options

Posted by Lyn Dippel, JD, CFP® on February 05, 2021
Nowadays, what constitutes a “wise” investment isn’t necessarily the same for everyone. The basic principles of investing will always apply across the board—understanding your tolerance for risk, knowing your timeline, evaluating stocks using standard performance ...
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Topics: Investment News