Financial Planning

Many employees are currently in their open enrollment period where they can update their choice of employee benefits. Here are a few things to consider when you’re selecting your benefits. Medical insurance Some things to consider: Make sure the plan covers the services you need: preferred doctors, medications, mental health,…

Over the past couple of decades the Internet has transformed our lives, and nowhere is this truer than when it comes to financial advice. Across the entire range of products and services, transactions that once took place in the context of a personal relationship are now conducted online: we can…

Most of us begin each new year with the best of intentions. And most of us reach the end of the year without having made good on our promises to ourselves. When it comes to your money, however, there are several concrete steps you can take to help ensure that…

Over the past fifteen years I’ve had the pleasure of working with many smart and capable professional women. I’ve spoken with even more about their finances. Here are the biggest mistakes I’ve seen these smart women make with their money. #1: Not showing up By far the biggest mistake many…

10 Years Old – Kind Of Though the very first instance of something like a modern donor advised fund (DAF) was created in the 1930s, it wasn’t until President George W. Bush signed the Pension Protection Act of 2006 (H.R. 4) that the current framework for this charitable vehicle was…