Work-life balance for women: Tips for career growth or taking a career break
Women’s careers often resemble lattices more than ladders due to factors outside of work. Beth Lawlor, president of U.S. Bank Affluent and Private Wealth Management, offers seven tips for success—as well as advice on crafting a fulfilling career break.
Talking to your kids about money may not always be easy, but it’s important to their future financial wellbeing. Here are tips for how to teach kids about money at every age.
Women and investing: Building financial intelligence to make empowered investment decisions
Fewer women than men invest their money—but when they do, they tend to excel. Here are five ways women investors can feel more empowered about their investing decisions.
It’s typically best to remove life insurance from your estate for taxation purposes, but there are still a number of ways you can use life insurance to benefit your loved ones after you’re gone.
If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.
Taking these four estate planning steps now will help ensure a well-planned transition for your family vacation home as you think about passing it down to the next generation.
Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.
If you have available cash, it could be tempting to pay off your mortgage. But there are other options and factors to consider before making such a big decision.
DINK (dual income, no kids) couples don’t have costs related to children, but they do have unique financial planning considerations. Learn what these are and how to address them.
Professional athletes and entertainers’ financial lives are complex – and their careers often have an expiration date. That’s why having a comprehensive wealth management strategy is so critical.
Equity compensation: Assessing stock options and restricted stock units (RSUs)
Compensation is about more than salary. Some companies may also offer job candidates equity-based compensation options or deferred compensation. Understand these options before you say yes to the job.
Discussing a few key financial topics before saying “I do” can help set you up for success—especially if one or both of you have children, significant wealth or a business.
If your debt is causing you anxiety, a debt management plan can help. It can give you a strategy for paying off debt, improving your financial health, and meeting other financial goals.
Financial values: How to align your money with your personal values
Putting your money behind the values you hold can bring both personal and financial benefits. Here are steps you can take to incorporate your personal values into your spending, giving and investing.
Home equity is the difference between the value of a house and the mortgage you hold on it. Here are some ways to build the equity in your home and use those funds to achieve other financial goals.
How to protect your wealth from cybercrime and online fraud
No one is safe from cybercrime, but wealthy individuals are particularly attractive targets. Here’s a look at how cybercriminals operate and some cybersecurity tips for keeping your finances safe and secure.
4 steps to financially prepare for a natural disaster
With increased natural disaster activity in recent years, learn how to construct a financial plan to protect your assets in case you’re affected by a weather or other extreme event.
When you become a parent, you’ll have plenty on your mind—but it’s important to ensure your child’s future is secure by incorporating them into your financial plan.
Life insurance for business owners: Should you have it?
Just as a personal life insurance policy aims to protect your loved ones, life insurance for business owners provides a safety net for your business and the people who power it.
Personal financial literacy for Hispanics and Latinos
Cultural beliefs about money can hold some Hispanics/Latinos back from financial success, but here are five ways they can build a lasting financial legacy.
529 college savings planning: What to do with leftover 529 funds
Ready to use up those leftover 529 college savings account funds that are languishing in your account? Here are ways to make good use of these available 529 funds.
Buying investment property has the potential for appealing returns, but investors should look at investment property from all angles, including interest rates, vacancy rates and associated expenses.
New construction checklist: 6 financial steps to building a house
Building your own home is a chance to design everything exactly as you want it. But first, it’s important to understand what to expect from the construction loan process.
Capital gains tax kicks in when you sell a capital asset and realize a profit. A financial professional can help you design a tax strategy that minimizes your capital gains tax exposure.
A surprise financial windfall can cause elation—or perhaps some guilt. Whatever your feelings, it’s important to make a plan for your newfound wealth calmly and thoughtfully.
Home sale proceeds: What to do with profit from house sale
While home prices have come down from their pandemic highs, sellers are still able to realize a profit. But should you spend, save or invest the profits from selling your home?
There are plenty of reasons to feel anxious about money—but there are also plenty of ways to ease financial stress. Here are five ways you can take control of your money worries.
A large taxable event like selling a company could mean using a loan to pay taxes makes financial sense. We outline the options and their pros and cons.
From planning for a major purchase to considering income in retirement, it’s a good idea to annually assess your financial goals. Our financial review checklist is a good place to start.
Qualified charitable distributions from IRAs and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.
Small business owners’ business finances are linked inextricably to their personal finances. A small business financial advisor can help take the stress out of small business financial planning.
Preparing a business exit strategy: Key factors to consider
Selling your business can require a significant commitment of time and effort on your part. A business exit strategy can help guide the process on your terms.
Business transitions aren’t always easy, but early planning can ease the transition of your family business to the next generation without the risk of significant tax impacts.
Should you share financial accounts after marriage? It’s a question only you and your partner can answer, but the key is open and honest communication about money—before and after marriage.