Latest articles by Lorraine Ell, CEO
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The Bodacious Benefits of a Donor Advised Fund
Tax Breaks From a bevy tax breaks to the opportunity to involve family members and future generations in a legacy of giving, donor advised funds add leverage and flexibility to a comprehensive financial plan.
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The 5 Things People Ask Potential Advisers and Why They Are Wrong
Financial Planning Finding the right financial planner takes more thought than asking the same old questions. Here's where people are going wrong, and what they should ask instead.
Financial Planning -
3 Strikes Against Women in Retirement
retirement Saving and planning for retirement is tough enough, in general, but the deck is stacked against women in three important, but not insurmountable, ways.
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Is Paying off Your House the Right Move in Light of New Tax Law?
taxes Despite what you may be hearing and reading, paying off your home may not be the right decision for you. Homeowners need to look beyond taxes and consider the impact on investments, cash flow and lifestyle.
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Beware of Hidden Costs Lurking in Your Mutual Fund Portfolio!
mutual funds Some investment fees are obvious, but you may not even be looking for them. Others are much tougher to spot. But it's well worth some detective work.
mutual funds
