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Jenny Handwerk | Dec 12, 2023

Financial Common Issues Women Face

Finance
Women may face different financial issues than men. On the other hand, females who are fiscally responsible must grasp the unique challenges and devise tactics
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Jenny Handwerk | Dec 12, 2023

Financial Steps to Take After the Death of a Spouse

Finance
Following the death of a loved one, these steps will assist you in establishing your estate and securing your money in the short and long term.
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Jenny Handwerk | Dec 4, 2023

How To Set Up a Family Foundation

Financial advice
Do you want to make a long-term good difference? Creating a foundation is an excellent approach to supporting social good initiatives that you are passionate
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Jenny Handwerk | Dec 4, 2023

Understanding Risk Management For High Net Worth Individuals

Financial advice
The process of detecting, assessing, and controlling financial, legal, strategic, and security threats to an organization's capital is known as risk management.
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Jenny Handwerk | Nov 28, 2023

What is a 401 (k) and How Does it Work?

Retirement
Employees who have a 401(k) plan agree to have a percentage of their pay transferred directly into an investment account.
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Jenny Handwerk | Nov 27, 2023

Retirement Risks You Should Be Aware

Retirement
Even one of the most desired features of retirement – living a long life — raises the possibility of outliving your assets.
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Jenny Handwerk | Nov 23, 2023

What is Succession Planning?

Finance
Succession planning refers to a business strategy firm use to transfer leadership roles to another individual or group of employees.
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Jenny Handwerk | Nov 23, 2023

Reasons Why Financial Planning is Important

Financial advice
Several people ask themselves the same question: do they need a financial plan? Everyone should be informed of their financial plans. Financial planning may
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Jenny Handwerk | Nov 17, 2023

Insurance for High high-networth individuals 

Financial advice
Wealth preservation is a multifaceted process that includes your assets, estate plan, insurance requirements, business succession plans, and overall financial
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Jenny Handwerk | Nov 17, 2023

Strategies to Preserve Your Wealth

Financial advice
Wealth preservation is a proactive approach to safeguarding and expanding one's assets over time , shielding them from the corrosive influences of market
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Jenny Handwerk | Nov 13, 2023

Common 1099 Physician Tax Deductions

Taxation
Despite their high incomes, doctors sometimes fail to take advantage of tax benefits they qualify for because of outdated information. Physicians who work for
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Jenny Handwerk | Nov 10, 2023

Impact Of Student Loans On Mortgage Approval For Physicians

Financial advice
Student loan debt might make obtaining a mortgage more difficult — but not impossible —. Lenders analyze student loan debt as part of your overall debt-to
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