What to do if... you've been named a trustee, beneficiaries are asking lots of questions, or to know if you want the...
LISTEN NOW: If you are over 50 and living with someone, talk about your finances as you live and age...
Knowing key financial terms is the foundation for smarter financial decisions and wealth building for...
LISTEN NOW: Her Wealth was designed not to exclude men, but to be more inclusive of women when it comes to their...
LISTEN NOW: Start with goals to have productive conversations with your spouse or partner about your...
It's National Estate Planning Awareness Week! Our Wealth Advisors are answering your estate planning...
LISTEN NOW: We ditch the financial jargon to beef up your financial literacy and your bottom line. Let's get...
Are you considering all of the unique dimensions of your wealth before taking financial advice? Here's why you...
LISTEN NOW: Our In Case of Emergency Financial checklist prepares you to handle all of your finances should you have...
Our Moving On checklist will help you make sure that you haven't left any critical post-divorce actions...
Our Living Together After 50 Infographic shows how couples are putting their own wealth at risk as they age...
Listen Now: It's time that parents declare their financial independence from their adult children. We have a few...
LISTEN NOW: Couples who have age gaps have special retirement planning challenges. Here's what they need to...
LISTEN NOW: Later-in-life divorces, dubbed "gray divorce" are on the rise and can be costly especially for...
Have you ever argued with your spouse or partner about money? Learn how our emotions affect our relationship with...
To celebrate American Business Women's Day, we offer our winning financial strategies for women...
Listen Now: As college grads go from starving students to working adults, parents can help their financial...
LISTEN NOW: In the second part of our series, we focus on what those in their 50s and 60s should do now to...
There are many issues to finalize after your divorce. Ignoring them could have significant financial...
With the recent surge in tax fraud and identity theft, here's what you need to do to avoid being the next...
A margin account is a powerful tool and may be the answer when cash is tight or credit in not available. Here's...
Ron Rubin, CEO & Managing Partner of Bridgewater Wealth & Financial Management in Bethesda, MD has been selected to join the 2018 Core Class of Leadership Montgomery. A nonprofit,...
LISTEN NOW: Aging can be an uncomfortable topic, but preparing for it can ease fears for parents and adult...
Here are the top 10 money mistakes I see women make over and over and how you can prevent...
Before you buy that dream vacation home, consider these helpful tax tips to give you the lay of the...