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7 Reasons to Invest in Women Owned Businesses and How to Get Started
In 2021, women-led companies only received 2% of all venture capital funding, a figure considered the lowest percentage in more than five years.
Read More5 Key Steps To Help Women Strengthen Their Business and Their Retirement
As a female entrepreneur, you may face different challenges than your male counterparts. Women must be proactive about strengthening their businesses and preparing for retirement.
Read More4 Financial Skills All Business Owners Should Learn
Running a business requires gaining expertise in many things over a short period—especially financial matters. You may quickly feel like you are in over your head. Here are four key skills all business owners need to learn.
Read More4 Financial Self-Care Tips for Women
When it comes to financial management, women face unique challenges over their male counterparts. Women need to take control of their financial independence.
Read MoreWomen’s History Month: The Single Woman
Women's History Month is a great time to celebrate the contributions women have made to the United States. Here are ten tips for single women to help them live life on their terms.
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Women’s Financial Empowerment
There are some specific steps that women of all ages and all stages of life may take to manage their financial future. Here are some economic challenges women face and how they overcome them.
Read MoreWhat to Know About the SECURE Act 2.0
What should you know about the Secure Act 2.0 that may impact you and your financial and retirement goals? Read below for a helpful overview of important information to know about the SECURE Act 2.0
Read MoreWhat Should Women Entrepreneurs Know About Succession Planning?
Planning for your company's legacy can not only help you shape your business's future after your departure, but it can also strengthen your company today. Here, Jenn discusses three key factors a solid succession plan should include.
Read MoreWhat Are Women's Biggest Financial Regrets?
Below, we'll discuss some of the biggest financial regrets for women, as well as a few things that women may be able to do to avoid suffering financial regrets.
Read MoreFive New Year's Resolutions for Those Nearing Retirement
Getting ready for retirement is both exciting and daunting. If your retirement years are on the horizon, below are a few new year's resolutions that may help put you on track.
Read MoreFamily Wealth Transfer Planning: Keeping it In The Family
There are several ways to pass wealth between generations that may provide tax advantages to help preserve it for the younger generations, as opposed to watching it disappear due to a tax consequence. Here are three options to consider.
Read MoreLPL Financial Research Outlook 2023: Finding Balance
In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.
Read MoreFocus on Your Wellness This Holiday Season
The holidays are prime time for eating delicious food, celebrating with loved ones, and creating long-lasting memories. However, all this cheer can be both physically and mentally draining.That’s why it is essential to focus on...
Read MoreA Year-End Wealth Planning Guide
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:1....
Read MoreA Quick Guide to Estate Planning for Those With High Net Worth
Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have liquid assets of $1 million or more.1 For many individuals who...
Read MoreFinancial Planning Challenges and Strategies for the Sandwich Generation
Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...
Read MoreFinancial Planning for Female Entrepreneurs
Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...
Read MoreAging Gracefully: 6 Healthy Ways to Enjoy Your Retirement
Retirement is an exciting time. You have worked hard all of your life and now get to take advantage of the fruits of that hard labor. While retirement is the perfect time to tackle to-do lists and all of the things you have always...
Read More3 Way for Women to Achieve Financial Independence
For many women, working toward financial independence is more difficult. Obstacles women face include having a longer life expectancy than men which will require more savings for retirement, spending fewer years in the...
Read MoreWomen and Money: Taking Control of Your Finances
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning...
Read MoreLPL Financial Research Midyear Outlook 2022: Navigating Turbulence
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...
Read MoreHow Should High-Net-Worth Women Use Their 401(k)?
The 401(k) allows (most) account owners to stash away $20,500 per year (or $27,000 for those age 50 and over), without paying any federal income tax on contributions.1 And with 2017's Tax Cuts and Jobs Act reducing the top...
Read MoreHow to Survive the Dog Days of Summer
It often seems as if summer lasts from Easter to Halloween. But we typically see the hottest of the hot days (the “dog days” of summer) in late July and August. And this raises some concern for keeping safe and cool....
Read More3 Key Money Moves Every Parent Should Make
Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support...
Read More4 Costly 529 Plan Mistakes To Avoid
With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000 per year—saving for college might feel like a monumental task...
Read MoreResources for Women-Owned Small Businesses
Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...
Read More4 Tips for Managing Financial Stress During the Pandemic
Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....
Read MoreHealth Is Wealth
How Improving Your Physical Health May Benefit Your FinancesResearchers found that those with more severe debt may be more likely to have physical and mental health issues, although causality is a challenge to establish...
Read MoreWomen's History Month: 4 Female Financial Pioneers
For decades, women have been making their mark on the business world, overcoming struggles and adversity to be able to get the same recognition as their male counterparts. In the world of finance, the process has been slow, but the...
Read MoreHow to Spring Clean Your Finances with a Financial Review
Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...
Read MoreNational Nutrition Month: Investing in Your Health and Wealth
March is National Nutrition Month and can mark a great time to develop new habits.1 With days growing longer (and warmer) and the growing season just beginning, it can be simpler to add fresh fruits and vegetables and outdoor exercise...
Read MoreIf Russia Invades Ukraine, What Should You Do?
Wall Street has little recent history to go from, but two things are very likely Starting in late 2021 and throughout all of 2022, Wall Street has debated what markets might do if Russia invades Ukraine.On February 11th, Jake Sullivan,...
Read MoreA Woman’s Guide to Long-Term Care
Women face unique financial challenges as they age. When compared with men, women live longer, earn less, and spend fewer years in the workforce. Financial concerns are often more acute for older women who are divorced, widowed, or...
Read MoreBack to Basics with Budgeting
Sitting down to figure out your budget can be a daunting task, especially if you don’t know where to start or what you’re specifically budgeting for. The following tips offer simple ideas to help you get your finances on...
Read MoreFive Things to Consider When Choosing a Tax Preparer
When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you...
Read MoreTax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...
Read MoreFive Healthy Habits for Financial Wellness
Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you...
Read MoreNew Year, New Goals: Your Countdown to Financial Health
For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your...
Read MoreA Season of Giving: 5 Different Ways To Give During the Holidays
With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...
Read MoreYear-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with...
Read MoreNavigating Long-Term Care
As Americans age, many of us are coming face-to-face with friends and family members who need long-term care (LTC). And, as we watch others grapple with the emotional and financial consequences of a long-term care event, we can’t...
Read MoreFocus on Your Wellness This Holiday Season
The holidays are prime time for eating delicious food, celebrating with loved ones, and creating long-lasting memories. However, all this cheer can be both physically and mentally draining. That’s why it is essential to focus on...
Read MoreRetirement Mistakes to Fix Before the Holidays
Spend as much time fixing your mistakes as you do planning the holidays. You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your...
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