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Insights from the Experts

A cornerstone of financial confidence is financial literacy.  From learning about types of investment accounts, to saving for education, to creating an estate plan, and then learning what the tax consequences are of all those decisions! 


Financial literacy for women is especially needed as more women are in charge of their finances and starting businesses of their own than ever before. Read along with our experts as we shift the paradigm of how women view themselves and their ability to build wealth, and talk about leadership, mental health, family, and everything in between.

4 Tips To Jumpstart Your Charitable Giving Thumbnail

4 Tips To Jumpstart Your Charitable Giving

Charitable giving can take many forms and can start at any level, from donating $50 to a local women’s shelter or children’s charity to creating a scholarship fund or private foundation with millions of dollars (or billions). But if you’ve never done more than donate small amounts here and there, you may not understand how you can reach a level of giving that creates a significant impact like Ms. Scott is doing now. And you don’t have to help found the next $1.5 Trillion dollar company to do it!

Investing Retirement Funding Charitable Giving Tax Planning Money Matters X² For Women
Guest Post: What is a Special Needs Trust? Thumbnail

Guest Post: What is a Special Needs Trust?

If a person with special needs has assets -- perhaps from a lawsuit award or settlement or from a gift or inheritance – those assets can disqualify the person from receiving essential public benefits like Medicaid and Supplemental Security Income (SSI). A special needs trust can allow the person with special needs – the trust’s beneficiary -- to remain eligible for needs-based public benefits while at the same time preserving the assets to enhance the beneficiary’s quality of life.

Special Needs Planning
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