When is the last time you thought about your estate plan? If you are like most women, it is probably not something that …
Niche
3 Ways Women Can Achieve Financial Fitness
Women across the globe have made landmark achievements over the past decade, many of which are in the economic space. Ac…
4 Tips for Navigating Your Veterans’ Benefits
If you’re a veteran, or you know one well, then you’ve more than likely heard about veterans’ benefits, which are provid…
Does Gender Affect Social Security? (Part II)
Did you miss part I of Jordan’s article? Click here to check it out. In the first part of this piece, we covered the bas…
Does Gender Affect Social Security? (Part I)
The rules that govern Social Security can be complex and confusing. While some retirees start collecting benefits as soo…
Does Divorce Derail Retirement?
This article was co-authored by Paola Ramos, CFP®, a financial advisor based in the Bay Area. The short answer to this q…
Building a Better Retirement for Nonprofits
This article was co-authored by Patrick Brault, principal and regional director at Wipfli Hewins Investment Advisors. La…
Financial Planning for Same-Sex Couples: A Quick Checklist
On June 26, 2015, the Supreme Court issued a decision in Obergefell v. Hodges holding that same-sex couples have a const…
Creating Your Future with Strategic Planning
Are you the proud leader of a nonprofit organization? There’s a good chance you’ve heard the word, “strategic planning,”…
The Key Detail Many Medical Professionals Forget
Are you a medical professional who is very passionate about your work? Day in and day out, you are fulfilled by helping …