National Retirement Planning Week: Three Questions to Help You Clarify Your Lifestyle Goals
There’s No Better Time Than Right Now to Strengthen Your Financial Future National Retirement Planning Week, observed from April 13-17, serves as a timely reminder of the importance of thoughtful retirement planning. This week emphasizes the need to reflect on our retirement goals and the steps necessary to achieve them. In light of National Retirement […]
Spring Clean Your Finances: A Comprehensive Guide to Decluttering Your Financial House
Use This Season to Reassess and Refresh Spring ushers in a period of renewal and refreshment, extending an invitation not only to our physical spaces but to our financial lives as well. As the seasons transition, it presents an ideal moment to embark on decluttering your finances, meticulously reviewing your budget, and fortifying your money […]
Crafting Your Ideal Retirement: Steps to a Secure Future
Practical Suggestions to Build the Golden Years of Your Dreams To build the life in retirement that you envision, there are retirement planning steps that are important to begin early on. Retirement planning is a key part of any sound financial plan. Procrastinating because you feel there’s plenty of time, or because you’re not sure […]
Maximizing Charitable Giving: Strategies for Making an Impact
Tips to Help You Practice Meaningful and Strategic Philanthropy Many people find that being philanthropic with their money brings them joy. After all, being charitable can be a meaningful experience and is a way to put your core values into practice. Recent data confirms this, as the 2022 Giving USA Foundation report has shown that […]
Spring Money Tips: 7 Ways to Dust Off Your Finances This Season
Use This Season to Reassess and Refresh The season of spring leads many of us to want to dust off the weariness of winter and freshen things up. As the new season approaches, you may also want to think about freshening up your finances. Perhaps you made some financial resolutions in the New Year, and […]
Tax Prep with a Financial Advisor: 5 Ways They Can Help
A Strong Financial Plan Includes a Strong Tax Strategy It’s important to consider strategies to help reduce your overall tax burden, especially as tax season is upon us. While you may know the benefits of working with a Certified Public Accountant (CPA) to assist you, did you know that financial advisors can be helpful with […]
Creating a Lasting Legacy: Strategies for First-Generation Wealth Building
How to Grow and Preserve Your Assets for the Next Generation If you have a desire to build wealth for yourself and your loved ones and you are starting from ground zero, you are considered a first-generation wealth builder. Building generational wealth that will support you and your family now – and for generations to […]
Tax-Efficient Estate Planning Tips for High-Net-Worth Families
Strategies to Preserve More of Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the end of your life can be fraught with emotions, but it’s an important undertaking if you want to ensure that your assets will be distributed according to […]
Love and Money: What to Do When Your Spouse Won’t Talk About Finances
If Financial Communication Doesn’t Come Naturally, You’re Not Alone Money conversations with your spouse are imperative when you want to achieve joint goals, and yet they don’t always come easily. Money is a very personal topic, and many people are not accustomed to discussing it. It can be downright perplexing when your spouse refuses to […]
The Financial Impact of Divorce After Age 50
‘Gray Divorce’ and Important Implications to Consider Facing a divorce after the age of 50, especially as you near retirement, can be especially fraught with financial implications you may not have considered. Even if you’ve been anticipating this significant life transition, often referred to as “gray divorce”, it may not have been a part of […]
