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by JENNIFER L. KING, IACCP® | Mar 7, 2022 | Insights
Have you ever thought about how you can transfer wealth immediately, without facing any tax consequences? Perhaps the best-known way of transferring wealth tax-free is by giving money or assets to a qualified charitable organization. There’s no limit to the amount...by JENNIFER L. KING, IACCP® | Mar 2, 2022 | Market Commentary
Like a lot of phrases in investing, “game changer,” is overused. Not this time. The invasion of Ukraine by Russia is a game changer, a tragic event unlike anything investors have seen in decades. We are possibly seeing the end of Ukraine as an independent country and...by JENNIFER L. KING, IACCP® | Dec 14, 2021 | Insights
Some of the most stressful life changes for women include the death of a spouse, divorce, and retirement. Every woman handles things differently, so there’s no “one way” to do financial planning at every stage in life. But here are a few helpful financial planning...by JENNIFER L. KING, IACCP® | Nov 29, 2021 | Insights
Financial planning is about more than just investing, but the same skills that make women better investors can also serve them well when it comes to financial planning. Because women face different challenges at various stages in life, there’s no “one way” to do...by JENNIFER L. KING, IACCP® | Nov 17, 2021 | Insights
In a survey conducted by Fidelity, fewer than 9% of respondents said that they thought that women were better investors than men. If that’s the predominant view, it’s not surprising that women are underrepresented in the financial industry. Yet despite that view,...