How Will You Pay for Long-Term Care?
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
I Want to Be Like Them
Stories like this spread and inspire others to be generous.
I want to give…but how
Important Updates on IRA Tax Reporting
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
Inflation? We’ve planned for this.
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Investing Wisely for the Marathon
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
My Money Story
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
My Strange Family
Navigating Financial Health in Retirement
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Navigating the Noise: A Reality Check on Fearful Headlines
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
No Better Time to Deploy Your Donor Advised Fund
Not Flavor-of-the-Month Financial Planning!
On Investing: the Triumph of the Optimists
Stock markets have a long history of rewarding optimistic, long-term investors despite periods of volatility. Curious about the data behind it? Read to learn more!
One Paycheck from Ruin
Opportunity Valley
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Passing on the Spirit of Generosity in a Tax Smart Manner
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?