Credit Card Programs That Encourage Giving

The past five or six years have seen an explosion of credit cards that offer rewards. An entire genre of rewards-focused bloggers has sprung up, new credit card offers get covered by dozens of websites, and, in general, consumers are far more savvy about free travel and cash rewards than they were a decade ago. […]

Raising Kids to Be Money Geniuses (and Give Back Too)

Parents, it’s time to talk about money. “Parents know they have to talk about sex, they have to talk about drugs, they have to talk about alcohol, but money is one of those that we all probably feel we can slide by without talking about it,” Beth Kobliner says. Kobliner is the New York Times […]

What You Need to Know About End of Life Documents

Life is full of changes, good and bad, and often people don’t realize the implications these changes may have on them or their loved ones when facing a medical emergency or death, life events that should trigger discussions and document drafting or review. End of life documents allow people to express their wishes for how […]

What You Need to Know About Preserving Your Wealth

You’ve probably heard the saying, “From shirtsleeves to shirtsleeves in three generations.” The old adage is a pithy commentary on how difficult it is to pass wealth from one generation to the next. “The first generation makes the money, the second generation ‘caretakes’ it and the third generation spends it,” says Patrick Renn, founder and president […]

10 Socially Responsible Exchange-Traded Funds for Impact Investors

If you’ve decided that you want to put your money into companies that conduct business in accordance with your values, the next step is figuring out which stocks to invest in. So-called impact investing or socially responsible investing has been gaining traction in recent decades as investors increasingly realize that they don’t have to compromise […]

Year-End Tax Planning: Get More Bang for Your Charitable Buck

During this season of giving, many take the opportunity to make annual gifts to deserving nonprofits. Here’s what you need to know about the tax implications of your charitable donations. When it comes to charitable giving, Americans are generous, donating hard cash, appreciated stock, even art. Last year, we collectively gave a record-setting $375.25 billion […]

10 Ways Millennials Are Smarter About Money Than Their Parents

Millennials endure a lot of negative press. Born between 1980 and 2000, millennials were the first generation to be “helicopter-parented” and the first to grow up in the digital age, where almost anything can be accessed in a few clicks. As a result, members of the so-called “Generation Me” are often labeled narcissistic and entitled. […]

Susan B. Noyes on CNBC: Invest in Companies With Social Impact Too

Susan B. Noyes, Founder of Make It Better Media, was a guest on CNBC’s “Closing Bell” on July 29. During the Retail Investor Roundtable, Noyes told co-hosts Kelly Evans and Bill Griffeth that she is putting her money into companies that have a positive impact on their communities and the world — a concept that is central to Make […]