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 you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here are 12 financial resolutions to consider. Work on a …
Your Financial Fresh Start: 12 Resolutions in 12 Months Read More »
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 organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking a greater interest in and even taking part in the organizations. Because of this, …
Creating a Legacy of Change through Charitable Giving Read More »
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 Funds (DAFs). DAFs date from the 1930s but did not become popular until the 1990s. DAFs act as vehicles for receiving gifts, often of appreciated stock, and then distributing cash …
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 …
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 …
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 …
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