Did you know that there are investments that support LGBTQ+? If you are looking for investments to support your community here are a few funds to explore: Vanguard FTSE Social Index Fund (VFTAX); expense ratio: 0.12%. Change Finance US Large Cap Fossil Fuel-Free ETF (CHGX); expense ratio:… Read More >>
“It’s a woman’s right to control her own destiny, to be able to make choices without the Big Brother state telling her what she can and cannot do.” –Ruth Bader Ginsburg Over the years, we have found that when women take control of their finances, they… Read More >>
Preserving wealth, through estate planning trusts. Families may be able to preserve family wealth by using various estate planning trusts such as Revocable Living Trusts, Irrevocable Life Insurance Trusts, Special Needs Trusts, and Charitable Trusts. Understanding how to use the various estate planning trusts may be… Read More >>
Increasing women’s economic power, through Gender Lens Investing. Today, female investors are wanting to use their increasing wealth to promote gender equality as part of an investment strategy.
“Words lead to actions that can change the world” – Amanda Gorman If you can say long-term investment plan, then you are talking about financial planning. If you are talking about financial planning, then you are getting ready to change your life. When you change your… Read More >>
Are you living to work or working to live? A healthy way to begin anew with money is to accept yourself and plan for the future that you want.
Congress’s Build Back Better Act is giving us reason to make a decision about completing our Roth IRA Conversions before year-end. If the bill passes through the Senate, Roth IRA Conversions may have limits that impact our tax, gifting, and estate planning strategies.
Think of an estate plan as a roadmap that will guide the process of passing along your wealth after you pass away. This roadmap includes: A will, which outlines who will receive your assets, who will care for your children (if you have any), and who… Read More >>
