Blog Entries

The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move. Giving to a charity before the end of the year can help reduce …

5 Do’s and Don’ts for Charitable Giving During the Holidays Read More »

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 to use the day to support charities and social causes, along with encouraging others to be generous by offering to match donations. This type of impact investing provides the best …

Make a Positive Impact This Giving Tuesday With Impact Investing Read More »

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 financial planning because they haven’t planned adequately for their retirement even though they make a high income. It’s easy to think that everything will work out with their retirement plan, …

High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning? Read More »

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 and retirement deadlines—don’t change much, if at all. And with that shiny new year right around the corner, meeting end of year deadlines and getting tax efficiencies in place now may …

End of Year (EOY) Deadlines Checklist Read More »

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 in the U.S., and for a good reason.1 These entrepreneurs have decades of work and life experience that may make them especially well-suited to navigating the often stressful and high-stakes world …

Retirement’s Second Act: Setting the Stage for Encore Entrepreneurship Read More »

Who are entrepreneurs? Sometimes they are the people who leave the corporate world to pursue their own dreams. In many cases, they may be individuals who have found themselves dislocated or “downsized” from a previous job. One characteristic is common to both groups, however: Entrepreneurs are self-made.   Most people aren’t born entrepreneurs; they develop …

Entrepreneurs aren’t Born, They’re Made Read More »

If you’ve never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial professional. In short, financial planning involves: Examining long-term financial goals and …

10 Easy Financial Planning Steps for Beginners Read More »

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people. If you have not begun to prepare an estate plan, or if your estate planning efforts …

An Essential Guide to Estate Planning Preparedness Read More »

Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To help you wade easily into the waters, here are ten essential …

Ten Things You Must Know About Medicare Read More »

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your spending after the summer’s over to see what lies ahead. These tips can help you make simple, …

A Fall Financial Checklist Read More »