The Power of Delegation for Executives
2022’s Financial To-Do List
As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.
When Market Volatility Creates Opportunity
The first half of 2022 has proven to be challenging for investors. Being an investor during volatile markets isn’t easy, but there are a few strategies to consider in order to make the best of a difficult situation.
Grow Through What You Go Through
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?
Prioritize Your Financial Goals
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
College Planning: Don’t Wait to File Your FAFSA
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Your Legacy Can Be More Than Money
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?