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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.

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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
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What is…a Roth IRA?

So we’ve got our apple carts all lined up, and now we’re looking at the Roth IRA apple cart. This cart is special, because it has tax benefits that you don’t get with the other carts (Traditional IRA, regular Brokerage account, even a Money Market account). You have to pay taxes before contributing to the Roth IRA, but when you follow the distribution rules laid out by the IRS the withdrawals are completely tax free later on!

Investing Retirement Funding Tax Planning What Is...?
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What is…a Traditional IRA?

“IRA” stands for Individual Retirement Account, and there are all different kinds of IRAs depending on what you’re trying to accomplish. We’re not going to go through all of the types of IRAs in this post, though, we’ll break it down and start with the Traditional IRA. First, an IRA isn’t an investment, so opening one and throwing money into it won’t automatically mean it’s going to grow when you hear someone on the news say “The Dow hit a new all-time high today!” (We’ll talk about what “The Dow” and “The S&P 500” mean later.) Instead, think of an IRA as an empty apple cart. In fact, all your accounts are empty apple carts!

Investing Retirement Funding What Is...?
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