WTOP Interview: Women’s Financial Success—Breaking Down Barriers

Listen to Dawn Doebler’s WTOP interview: Women’s Financial Success and Breaking Down the Barriers Transcript: Hillary Howard: Joining us to do that Dawn Doebler; cofounder of Her Wealth™ and...

Introducing Your Children To Your Family Wealth

These 5 tips will help you to instill your values about your family's wealth with children of all...

WTOP Interview: Smart Financial Strategies for Women Entrepreneurs

LISTEN NOW! If you are a business owner, take advantage of these smart tips to financially fuel your...

How Will Your Gray Divorce Affect Your Wealth?

Know the common risks of gray divorce and take these suggested precautions to soften the blow and protect your...

Think Like An Investment Advisor To Be A Better Investor

The best way to be a better investor is to understand what the investment pros look for when investing money. Here's...

WTOP Interview: Investment Soup – A Recipe For Financial Success

LISTEN NOW: Building a successful investment plan is a lot like making soup. Just follow these...

WTOP Interview: 7 Essential Financial Tips for Women

LISTEN NOW: Nina Mitchell & Dawn Doebler share their essential financial tips for women with WTOP...

How One Day Can Make a Big Difference in Your Investment Performance

We take a fresh look at your performance review report. What do those numbers really tell you about how you are...

3 Questions Every Trustee Needs To Ask About Being A Trustee

We answer the most frequently asked questions about the trustee job and uncover what you should consider as a...

Talk About Finances Before Living Together After 50

Take our "Living Together After 50 Financial Quiz" to learn what you need to know and discuss before moving in...

In Case of Emergency: Creating Your Financial Option B

If your spouse suddenly died, would you know where to find all your financial information or what to do first or...

WTOP Interview: Top 10 Money Mistakes Women Make

LISTEN NOW: Stop sabotaging your finances and take control by avoiding these common money...

Your Estate Planning Questions – Updating Your Will and Succession Planning for Business Owners

To round out our Estate Planning Awareness Week, we answer more client questions about wills and succession...

WTOP Interview: Talk About Finances Before Moving In Together

LISTEN NOW: If you are over 50 and living with someone, talk about your finances as you live and age...

20 Wealth Building Terms Every Woman Should Know

Knowing key financial terms is the foundation for smarter financial decisions and wealth building for...

WTOP Interview: Why Men Have A Stake In The Financial Empowerment of Women

LISTEN NOW: Her Wealth was designed not to exclude men, but to be more inclusive of women when it comes to their...

WTOP Interview: How To Talk To Your Mate About Money

LISTEN NOW: Start with goals to have productive conversations with your spouse or partner about your...

What Every Trustee Needs to Know About The Trustee Job

What to do if... you've been named a trustee, beneficiaries are asking lots of questions, or to know if you want the...

WTOP Interview: 20 Wealth Building Terms Every Woman Should Know

LISTEN NOW: We ditch the financial jargon to beef up your financial literacy and your bottom line. Let's get...

What Are Your Dimensions Of Wealth?

Are you considering all of the unique dimensions of your wealth before taking financial advice? Here's why you...

WTOP Interview: In Case Of Emergency: Creating Your Financial Option B

LISTEN NOW: Our In Case of Emergency Financial checklist prepares you to handle all of your finances should you have...

Protecting Your Child’s Inheritance In Case of Divorce

It's National Estate Planning Awareness Week! Our Wealth Advisors are answering your estate planning...

Living Together Over 50: Are You Ignoring The Biggest Financial Risks?

Our Living Together After 50 Infographic shows how couples are putting their own wealth at risk as they age...

WTOP Interview: Raising Financially Responsible Kids

Listen Now: It's time that parents declare their financial independence from their adult children. We have a few...

WTOP Interview: Retirement Uncoupled: Bridging the Age Gap In Retirement

LISTEN NOW: Couples who have age gaps have special retirement planning challenges. Here's what they need to...