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A Season of Giving - 5 Different Ways to Give During the Holidays Thumbnail

A Season of Giving - 5 Different Ways to Give During the Holidays

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to give this holiday season. Here are some different ways to give back to others in a major way this holiday season.

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A Holiday Survival Guide for Your Finances Thumbnail

A Holiday Survival Guide for Your Finances

The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations, each purchase adds up.1 How might you take full advantage of holiday cheer while avoiding the financial stress of going over budget? Here are four tips to help your budget have a happy holiday season.

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A Year-End Wealth Planning Guide Thumbnail

A Year-End Wealth Planning Guide

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances.

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Every Breath You Take: Advice to My Former Self Thumbnail

Every Breath You Take: Advice to My Former Self

My daughter, Sue, is starting her career in Chicago and recently asked me for advice I would give my younger self at her age. Since I was 22, so much has changed, but more is still the same. The internet gives us information on demand, but so much of it is advertising and not relevant. Drinking from the information firehose can be challenging.

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4 Thanksgiving Lessons for a Feast-Worthy Financial Plan  Thumbnail

4 Thanksgiving Lessons for a Feast-Worthy Financial Plan

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are four Thanksgiving lessons that might help your household's financial plan year-round.

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Women and Philanthropy: A Guide to Giving Thumbnail

Women and Philanthropy: A Guide to Giving

Women have been givers since ancient times. They often give with their heart and soul to support projects that improve society. In our modern times, successful women are now finding themselves in positions that allow them to become effective and influential philanthropists.

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The Challenges Facing Women Entrepreneurs Thumbnail

The Challenges Facing Women Entrepreneurs

While the future seems brighter than ever for women entrepreneurs, a myriad of financial challenges continue to cast shadows over their journey. The increasing presence and contributions of women-owned businesses to the American economy are undeniable.

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A Fall Financial Checklist Thumbnail

A Fall Financial Checklist

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your spending after the summer’s over to see what lies ahead.

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Estate Planning: Don't Just Set It and Forget It Thumbnail

Estate Planning: Don't Just Set It and Forget It

Estate planning is critical for efficiently transferring your money, property, and assets to your beneficiaries after you die. The reason people choose an estate plan is that it avoids probate. The reason people choose an estate plan is that it avoids probate.

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4 Unique Opportunities for Women Business Owners Thumbnail

4 Unique Opportunities for Women Business Owners

The National Women's Business Council estimates that there are more than 13 million women-owned businesses in the U.S., generating nearly $2 trillion in annual revenue.1 To aid in these impressive efforts, many governmental and private organizations have committed to improving the resources and aid available to women-owned businesses.

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