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Maybe you have only heard the word “endowment” in relation to higher education – maybe “endowed professor” or “endowed chair.” But have you ever hought about what “endowment” means? … more

CLAIRE UZIEL | 10/10/21

HSAs are a powerful, but overlooked, retirement asset

There are a lot of ways to grow wealth in a tax-efficient manner, but a Health Savings Account (HSA) is still the best – and most overlooked – deal in the tax code. That deal comes in … more

8/6/21

The ‘sandwich generation’ faces tough financial decisions

Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions – they may need to help their struggling adult children find direction and a solid financial … more

7/1/21

Hertz's Gastromotiva helped him win the 2019 Charles Bronfman Prize.

David Hertz turns food into social change

RIO DE JANEIRO (JTA) – Chef David Hertz, one of the world’s leading food entrepreneurs tackling social issues, credits two places with inspiring his journey: There’s the kibbutz in … more

MARCUS M. GILBAN | 6/3/21

There’s an app for that: Budgeting tools for every personality type

Some people want immediate mobile access to their finances via a smartphone. Others prefer to manage their money with an old-school spreadsheet or ledger. Some crave a comprehensive platform for … more

5/9/21

Communication, compromise key to finding common financial ground

Common wisdom says that opposites attract – but good chemistry only goes so far for couples with stark differences in how they approach money and their financial lives. Unless they can find … more

4/9/21

The best part of my retirement was a surprise

So? Where is she now after so much kvetching about retiring? I’ve got a job! And a very big, enthusiastic yippee to that! How many people are a-wishin’ and … more

BARBARA KENERSON | 3/5/21

Passive vs. Active Investing – What should you do?

In his will, renowned businessman and investor Warren Buffett reportedly left instructions for his heirs to invest in index funds, based on a belief that those funds would outperform actively … more

3/5/21

Resolve to make 2021 your best financial year

Even if you’ve already made your new year’s resolutions, you should consider adding these important financial items to your list: Stick with a long-term … more

2/5/21

Tips for easing tough financial discussions with aging parents

For many families, it is the elephant in the room: the necessary but potentially awkward discussions between aging parents and adult children about issues like where the parents envision living as … more

1/7/21