Giving seems to take on added urgency in December each year as we consider our tax write-offs. Many people partake in end of year giving, but it doesn... Read More
Investors who include GLI in their overall strategy often find that:
The addition can help them identify investment opportunities, generate a... Read More
Reprinted with permission from Merrill Lynch
Today women’s lifelong financial wellness is at a tipping point. Thanks to a seismic shift toward wo... Read More
Whether you are caring for a loved one or are concerned that you will need care yourself, the emotional and financial costs can be life altering. It's... Read More
There could be many reasons you are seeking a mortgage beyond your 50s. Maybe you're recently single. You are combining homes. Or you are ready to dow... Read More
Financial anxiety with kids going back to school/college is no minor issue. Parents are responsible for buying school supplies, saving for college tui... Read More
Sponsored Post
You might say Melissa McMillian was born for the position she now holds as a Senior Vice President, Private Wealth Advisor. “I’v... Read More
As an appraiser of estate properties, I not only appraise for estate purposes but also consult with estate representatives and families concerning est... Read More
'Woman Power' is growing clout—as entrepreneurs, executives and consumers—the movement is changing how companies do business and spurring economic... Read More
Giving back to the community seems to reach a fevered pitch in December because there are lots of opportunities to help make sure the holidays are spe... Read More
It’s a Reward
You’re having lunch at a restaurant. Will you ask if they offer senior discounts? You’re making reservations for a hotel. Do yo... Read More
A survey from Merrill Lynch explores Americans' attitudes toward leisure in retirement-and how to make the most of that newfound freedom.
Having time... Read More