Thanks for Investing, Mom: Women are Successful Investors

Thanks for Investing, Mom: Women are Successful Investors

Women have often been the chief investment officers (CIOs) in their family. Today, more than ever, as they manage significant portions of their household finances, they are also playing an active role in investment decisions. A study by Allianz Life Insurance Company of North America found that 53 percent of women report

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Three Ideas for Spring Cleaning Your Finances

Three Ideas for Spring Cleaning Your Finances

Your taxes have just been filed and now it’s time for spring cleaning – clearing out the dirt and clutter in your homes and work space to allow for a chore-free summer. Why not also use this opportunity to “clean” up your finances? With a little annual

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Today’s Top Concerns for Successful Families

Today’s Top Concerns for Successful Families

In a new podcast with Financial Planning, Liz discusses the current priorities of multi-generational families. Most often today she hears families trying to balance the joy of giving to future generations with the challenge of passing on strong financial values. Click here to listen to Liz’s interview.

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Five Strategies to Help Conquer Taxes

Five Strategies to Help Conquer Taxes

Tax season is officially here, and the April 17th deadline to file is getting closer. Have you explored all options to reduce your tax liability? There may still be strategies worth exploring to boost your refund this year or reduce what you owe. With the many changes

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