Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their families. Consider these statistics:¹

Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of trust management. A well-managed trust can help preserve wealth for generations, while a poorly-managed trust may provide only a quick path to insolvency.

There's no shortage of articles, books, and podcasts on financial topics like saving for retirement. But these materials are often designed to appeal to as broad an audience as possible, which can dilute the value of the advice they provide.

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re feeling depressed.

Is Your Portfolio Out of Balance?

How would you rate your current portfolio? In an “up” economy, if you are like many investors, you’d probably have a hard time coming up with any negative adjectives. After all, when there’s significant growth in the stock market, many investors may find themselves smiling.

A Mid-Year Financial Review Can Pay Off at Year End

Today, many people find themselves inundated by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better than in the past?

WOMEN AND ESTATE PLANNING BASICS

One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to undertake. Two key components of your initial needs evaluation are an estate analysis and a settlement cost analysis.

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