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Miss our Asset Allocation Basics webinar?

By |2017-05-09T22:12:50+00:00October 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

The second webinar in our Healthy, WEALTHY, and Wise Women series is now available. Watch it whenever and wherever you want. Mackey McNeill, CPA, PFS, IAR will review some basic investment knowledge including: How to eliminate worry  What is risk, and how to determine how much is too much How to be prepared for market fluctuations What [...]

Asset Protection for Women — Part 1

By |2013-10-02T20:31:19+00:00October 2nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , |

If you haven’t done any asset protection planning, your wealth is vulnerable to potential future creditors and, should the worst happen, you could lose everything.  Of course, that is a “worst-case” scenario.    Lawsuits, taxes, accidents, and other financial risks are facts of everyday life.  And though you’d like to believe that you are safe, misfortune [...]

Estate Planning Basics

By |2017-05-09T22:12:37+00:00August 12th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

When it comes to estate planning, women have unique concerns.  The fact is women live longer than men.  That’s important for several reasons.  First, you’ll not only need your assets to last longer, but you’ll also need to plan for potential incapacities due to declining health.  Second, it means that if your husband or significant other [...]

Providing for a Grandchild’s Education

By |2017-05-09T22:12:35+00:00August 9th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

As the cost of a college education continues to climb, many grandparents are stepping in to help.  This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades.  Helping to pay for a grandchild’s college education [...]

Charitable Giving during the Estate Planning Process

By |2017-05-09T22:12:35+00:00August 8th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Given that, on average, women are better educated and are financially self-sufficient, it is easy to see that women’s socio-economic status in the U.S. has changed significantly over the past two generations.  Numerous studies have shown that women are more altruistic, empathetic, and charitable than men (Andreoni & Vesterland, 2001; Cox & Deck, 2006; Croson & [...]

Healthcare Planning in Retirement

By |2017-05-09T22:12:35+00:00August 6th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , |

At any age, health care is a priority.  But when you retire, you should probably focus more on health care than ever before.  This is especially true for women.  Women live longer, develop certain chronic conditions at a higher rate than men, and are more apt to experience medical limitations that directly affect their daily activities.  [...]