Rewriting the Rules: Building a New Blueprint in 2021
In our eBook, Rewriting the Rules: Telling Truths About Women and Money, our research helped us distinguish myth from reality when it comes to women,
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In our eBook, Rewriting the Rules: Telling Truths About Women and Money, our research helped us distinguish myth from reality when it comes to women,
Whether something smaller — like asking for a discount on a defective item or negotiating for a cheaper rate at a hotel — or something
As financial planners, we’re passionate about setting goals (financial or otherwise), reassessing, and course correcting throughout the year. But after such a turbulent and unpredictable
By Hallie Kraus, CFP®, CRPC® We’ve discussed how ESG investing can motivate the corporate world to make positive change and have acknowledged the complexity of
By Hallie Kraus, CFP®, CRPC® As we noted in our most recent blog post (linked here), there has been a tremendous rise in the interest
By Hallie Kraus, CFP®, CRPC® So, let’s say you’ve chosen one of the most accessible methods to make an impact: ESG investing. You happily buy
By Hallie Kraus, CFP®, CRPC® In the year that has brought us COVID-19, a nationwide reckoning with racial injustice and undeniable signs of climate change,
We recently shared the exciting news that The Humphreys Group is now a Certified B Corporation. We wanted to further explain what that means, especially
Once viewed as a “finance backwater,” impact investing has come to the forefront as the world collectively comes to grips with issues exacerbated during the
The end of the year is usually when retirees have to take their required minimum distributions (RMDs). However, this year, seniors don’t have to take
You’ve probably been hearing more about impact investing lately. According to Morningstar, the first half of 2020 saw a record $20.9 billion flow into sustainable
Your 20s is a great time to get into the stock market. Whether it’s in a taxable account or retirement account, investing early gives your
In our six-month reflection, we talked about how the pandemic has changed our spending behavior. For instance, we’ve noticed anecdotally that we’re spending less on
Right now during this pandemic, many of us are feeling overwhelmed, stuck, powerless, out of our depth. We’re dealing with unprecedented levels of uncertainty during
Our world looks drastically different from the days when our parents were planning for retirement. With longer life expectancies and re-visioning of later life, many
If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?
Learn to invest like a woman.
Get your free copy of the book today!