4 Tough Questions Clients Ask Their Financial Professionals
One of the most important decisions we make in our lives is how we plan to manage our money.
How a Financial Professional May Be Your Valuable Business Advisor
Small businesses have new reasons to consider the value of financial planning in working towards their business goals.
Fortifying Your Finances: Cybersecurity Strategies for High-Net-Worth Individuals
The more assets you have at stake, the bigger the target on your back for cybercrime. This means that managing your financial wealth needs to go beyond traditional security measures.
Ask, Know, Grow: Financial Questions Every Woman Should Ask
Personal finance is just that: personal. But for many women, even knowing where to begin can be a challenge.
Businesses With Women Leaders Are Often More Profitable – 7 Reasons Why
Although the percentage of women who are CEOs of Fortune 500 companies is still small (about one in 10), the number of women in senior management (including vice presidents, senior vice presidents and executive vice presidents) in businesses is growing.
Prepare or Beware: The Dangers of Retirement Planning Procrastination
Most people looking forward to retirement anticipate years of relaxation and fulfillment after decades of hard work. But the reality of retirement is often far different. For many people, retirement may bring financial stress, uncertainty, and the fear of outliving their savings. It's crucial to understand the current state of retirement preparedness to secure your own comfortable future.
Making Yourself a Difficult Target for Cybercriminals
Building a Strong Financial Future: Tackling Common Financial Planning Challenges for Women
According to recent research by Fidelity, women are more likely than men to stay the course and wait out market volatility when it occurs.1 But while this steadiness may help women avoid locking in losses by panic selling, this research also revealed some special challenges for women. Read on to learn more about the most common financial planning challenges women face and how to tackle them.
The Road to High-Net-Worth: Strategic 401(k) Moves to Amplify Your Wealth
As one embarks on their journey toward a high-net-worth status, it's crucial to understand that strategic planning and intelligent decision-making are essential for wealth generation and preservation. One of the most powerful tools at our disposal is the 401(k) retirement savings plan.
The Melinda Gates Effect Empowering Women in Philanthropy
A social change agent for women and girls and a problem-solver for burning issues, Gates’s empowering and iconic presence in philanthropy suggests there’s a new phenomenon on the philanthropic horizon: like the proverbial rising tide, Gates’s ‘effect’ should lift all boats.
