Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap
By Samantha Compton
This month, we will complete our closer look at Financial Principle #5: Protect the Income, Grow the Rest. This is the final article in this...
Trump Accounts: What Parents Need to Know
By: Catherine Martinez
The White House recently announced a new savings initiative, Trump Accounts, to help children jumpstart their savings journey. All babies born between January 1, 2025,...
How to Start Investing in the Stock Market When You Know Nothing
By Virginia Allen
Ever since I was a little girl, I have had a fascination with the stock market. Perhaps it came from my grandfather, who, as a...
Exploring Generations Part 3: Budgeting, Saving, and Spending
By Naomi Livingston
Why does your Baby Boomer mother not want to discuss finances with you? Why is your Gen Z niece always following the latest social media...
Building National Strength Through State Investments
By Shane Svorec
On July 2, 2025, just before our nation’s 249th birthday, I stood on the floor at the New York Stock Exchange and watched history take place....
Staging Your Retirement Picture
By Maggie Murphy
Before taking a family photo, time is devoted to staging the event: Outfits, landscape, symmetry, etc. These same principles can be applied to staging your retirement...
Navigating the Great Wealth Transfer
By Maggie Murphy
The great wealth transfer will be one of the largest transitions of assets in history. Over the next 20 years, up to 70 trillion dollars...
Are You Ready to Invest? An Interview with UBS’s Carey Shuffman – Part 2
By Carrie Sheffield
Women often say they don't feel confident investing their own money. Smart Women Smart Money spoke with Carey Shuffman, head of the Women's Strategic Client...
Are You Ready to Invest? An Interview with UBS’s Carey Shuffman – Part 1
By Carrie Sheffield
Women often say they don't feel confident investing their own money. Smart Women Smart Money spoke with Carey Shuffman, head of the Women's Strategic Client...
Financial Advice for 2023: An Interview with award-winning Wall Street Journal Finance Reporter Veronica...
By Carrie Sheffield
Now that 2023 is here, Veronica Dagher is here to help Smart Women Smart Money ladies conquer our new year financial goals. Veronica’s an award-winning...
