The Gift of Financial Empowerment

Meaningful and impactful gift ideas with lasting value for women in transition, kids of all ages,...

How to Generate Income in a Zero Interest Rate Environment

Stop yield chasing and consider these investments to boost income in our low interest rate...

Rethinking Investment Risk

By addressing the problem of conflating volatility and risk, we redefine investment risk in a more meaningful...

3 Ways A Roth Conversion Can Build and Preserve Wealth

Roth IRAs can offer tax savings, but many high income earners think they don't qualify for one. Think...

Financial Tips & Resources For College Grads

Great financial tips and resources for college grads to establish financial independence and begin building...

WTOP Interview: Financial Fitness Checkup

LISTEN NOW: Know where you are financially and what you need to address by taking this short (12 question)...

WTOP Interview: Women’s Financial Success—Breaking Down Barriers

Listen to Dawn Doebler’s WTOP interview: Women’s Financial Success and Breaking Down the Barriers Transcript: Hillary Howard: Joining us to do that Dawn Doebler; cofounder of Her Wealth™ and...

Introducing Your Children To Your Family Wealth

These 5 tips will help you to instill your values about your family's wealth with children of all...

Mutual Fund Fees: How To Know What You Are Paying For

We uncover the facts about mutual fund fees with this primer. Use this to know if you are paying too...

Risky Business – Misconceptions That Could Put Your Money At Risk

Women, it turns out, are better investors than men! But how do they stack up when it comes to knowing the...

The Best Questions To Ask To Be A Better Investor

Ask the right questions to improve your investments. Start with these questions to ask yourself or your...

WTOP Interview: Tuition Gifts With Tax Benefits

LISTEN NOW: If you want to fund your child or grandchild's education, don't miss these tax...

WTOP Interview: 7 Essential Financial Tips for Women

LISTEN NOW: Nina Mitchell & Dawn Doebler share their essential financial tips for women with WTOP...

How One Day Can Make a Big Difference in Your Investment Performance

We take a fresh look at your performance review report. What do those numbers really tell you about how you are...

WTOP Interview: Smart Financial Strategies for Women Entrepreneurs

LISTEN NOW! If you are a business owner, take advantage of these smart tips to financially fuel your...

How Will Your Gray Divorce Affect Your Wealth?

Know the common risks of gray divorce and take these suggested precautions to soften the blow and protect your...

Think Like An Investment Advisor To Be A Better Investor

The best way to be a better investor is to understand what the investment pros look for when investing money. Here's...

WTOP Interview: Investment Soup – A Recipe For Financial Success

LISTEN NOW: Building a successful investment plan is a lot like making soup. Just follow these...

Your Estate Planning Questions – Updating Your Will and Succession Planning for Business Owners

To round out our Estate Planning Awareness Week, we answer more client questions about wills and succession...

3 Questions Every Trustee Needs To Ask About Being A Trustee

We answer the most frequently asked questions about the trustee job and uncover what you should consider as a...

Talk About Finances Before Living Together After 50

Take our "Living Together After 50 Financial Quiz" to learn what you need to know and discuss before moving in...

In Case of Emergency: Creating Your Financial Option B

If your spouse suddenly died, would you know where to find all your financial information or what to do first or...

WTOP Interview: Top 10 Money Mistakes Women Make

LISTEN NOW: Stop sabotaging your finances and take control by avoiding these common money...

What Every Trustee Needs to Know About The Trustee Job

What to do if... you've been named a trustee, beneficiaries are asking lots of questions, or to know if you want the...

WTOP Interview: Talk About Finances Before Moving In Together

LISTEN NOW: If you are over 50 and living with someone, talk about your finances as you live and age...