Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Are You Hungry?
Category: Financial Planning » Charitable Giving
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
Why Your Financial Review Meetings Are as Important as the Dentist Appointments
Category: Financial Planning
Let's dive into why your financial review meetings are as Important as the dentist appointments.
Starting Off on the Right Foot
Category: Financial Planning
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Permanent Life Insurance Policies Need Reviews Too!
Category: Financial Planning
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.
3 Options to Help Keep Your Ducks in a Row
Category: Financial Planning
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
Estate Planning Opportunities in a Low Interest Rate Environment
Category: Financial Planning
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
The Gift of Financial Success
Category: Financial Planning
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
Retiree Health Insurance Options Prior to Medicare Eligibility
Category: Financial Planning
Key health insurance options and considerations for retirees prior to Medicare eligibility.
What Jumping Out of an Airplane Taught Me About Investing
Category: Financial Planning » Behavioral Finance
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
Retirement Happiness
Category: Financial Planning » Behavioral Finance
What are the primary drivers of a happy retirement and overall wellness?
Three Categories of Risk for Retirement Income
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Money, Happiness, & Meaning
Category: Financial Planning
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Women Live Longer- What That Means for Income Planning
Category: Financial Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?