Wealth Management Insights & Financial Tips
Get wealth management tips on financial planning, investment strategies, estate and tax planning through articles, podcasts, videos, and webinars.
Article
Aligning Charitable Giving, Estate, and Tax Planning
Learn how to create a charitable giving strategy that does more for your nonprofit causes.
Mercer Advisors,
Apr 7, 2021
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Article
5 Steps to Take Back Control After COVID-19
COVID-19 has changed how many women think about money. Use these 5 steps to take back control of your money.
Mari Adam,
Mar 26, 2021
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Article
Help! I’m Afraid to Retire, Even Though I Can Afford to
Actually retiring may be the hardest part about retirement. It’s not unusual to get cold feet. But you don’t want to work forever either, so what do you do? Here are some coping tips to get you over the hump.
Kara Duckworth,
Mar 26, 2021
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Article
Planning for Career Interruptions
COVID-19 has had an outsized (mostly negative) impact on women. A financial plan can give women financial independence.
Laura Combs,
Mar 26, 2021
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Webinar
How Your Wealth Plan and Tax Strategy May be Impacted by the New Administration
Hear about recent and proposed tax law changes and why they are particularly relevant for women as part of our special webinar series for women.
Jamie Block, Susan Travis,
Mar 24, 2021
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Article
What You Need to Know About Inheritance Tax
When a loved one passes away and leaves assets to beneficiaries, those assets may be subject to an inheritance tax, depending on the location of the deceased and their relationship to the inheritor.
Logan Baker,
Mar 23, 2021
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Article
The American Rescue Plan Act: Inflationary largesse or just what the doctor ordered?
While the $1.9 trillion American Rescue Plan Act might fuel inflationary pressures, it just might be the medicine we need to put the pandemic behind us.
Donald Calcagni,
Mar 22, 2021
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Webinar
Women, Wealth and Nutrition: Keeping it all in Balance
Ready to de-stress emotionally and financially? Learn some wealth-life balance tips in our women’s wealth and nutrition webinar.
Laura Combs,
Mar 18, 2021
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