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Why Women are More Savvy Investors than Men Thumbnail

Why Women are More Savvy Investors than Men

While women are sometimes considered to be more reluctant to invest than their male counterparts, when they do invest, they tend to outperform males and often get a greater overall return. Interestingly, this initial perceived reluctance often works in the women investor’s favor.

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5 Financial Reasons to Love Being Single On Valentine's Day Thumbnail

5 Financial Reasons to Love Being Single On Valentine's Day

If you are a single person, Valentine’s Day probably doesn’t mean all that much to you, aside from the relief of not having to spend all of that money on jewelry, flowers, chocolates, and an expensive dinner. Valentine’s Day can become rather expensive, but it can also be a day for singles to give their finances the love and nurturing they need.

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4 Tax Planning Tips for High-Net-Worth Families Thumbnail

4 Tax Planning Tips for High-Net-Worth Families

Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime. And even in the short term, with the highest marginal federal tax rate sitting at 37% for 20241 (plus additional state and local taxes), a lack of tax planning could mean you keep less than half of every dollar you earn. Here are four tax planning tips that may help you optimize your finances.

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Be Your Most Organized Self This Year  Thumbnail

Be Your Most Organized Self This Year

A planner can be a game-changing tool—one that really causes you to not only plan for change, but to stick to it. It’s something you can go back to when you need a reminder of your daily tasks, long-term goals, or any weekly plans you have.

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Financial Planning Tips for High-Earning Women Thumbnail

Financial Planning Tips for High-Earning Women

When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2.3 million women leaving the workforce. 1

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5 Financial Bad Habits to Cut This Year   Thumbnail

5 Financial Bad Habits to Cut This Year

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve implemented this advice and still aren’t getting ahead? Here are five overlooked financial bad habits that could be draining your bank account.

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'Tis the Season for Scammers: 3 Steps to Spot Charity Fraud Thumbnail

'Tis the Season for Scammers: 3 Steps to Spot Charity Fraud

For many people, the holiday season is when you enjoy family and friends and give a little back to those in need. Charitable giving is its highest during the holiday months. While many legitimate charities are out there looking for support, there are also scammers looking to take advantage of the holiday goodwill. Not sure whether a charity you want to contribute to is on the up-and-up? Below are a few steps you may take to see if the charity is fraudulent.

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