A Path to Setting and Reaching Your 2023 Goals
Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with
Your Financial Fresh Start: 12 Resolutions in 12 Months
Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do
Creating a Legacy of Change through Charitable Giving
Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous
Examining Donor-Advised Funds
Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised
5 Do’s and Don’ts for Charitable Giving During the Holidays
The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put
Make a Positive Impact This Giving Tuesday With Impact Investing
While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged
High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their
End of Year (EOY) Deadlines Checklist
For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions
Retirement’s Second Act: Setting the Stage for Encore Entrepreneurship
An encore entrepreneur is a person who starts a new business or venture after age 55. They represent more than half of all business owners