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Five Easy Generational Wealth Transfer Tips
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...
Key Questions for Investors in 2022: #1 Should I Stay in the Equities Markets?
After two strong years in equity markets investors may well be echoing The Clash and asking themselves “Should I stay or should I go?” For most investors, the answer is a qualified “stay.” Over many years, equities are winners versus bonds, cash and inflation. U.S....
Financial Planning After Major Changes in a Woman’s Life
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...
Financial Planning in the Early Stages of a Woman’s Life
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...
