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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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How the Financial Planning Industry has Failed Women...and How We Fix it

"I know I shouldn't have so much just sitting in cash," my client says as we're looking at her checking account, and then she laughs a little bit to lighten the conversation. "I should do something with it, I know, but I just like having it there. I like to see it and know it's right there." We're not looking at $5,000 or $25,000 of cash either. We're talking $100,000, $300,000, even $1,000,000 or more of cash on the sidelines that I've worked through with my own clients.

X² For Women
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