Thinking Beyond Checkbook Philanthropy

Thinking Beyond Checkbook Philanthropy

Are you a checkbook Philanthropist? Writing a check to your favorite charity at the end of the year is a generous way to support a cause or organization that you care about; there’s no doubt about that. If this is the extent of your charitable giving, however, then...

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5 Retirement Strategies for High-Earners

5 Retirement Strategies for High-Earners

Planning for your retirement as a high-earner includes building a much larger nest egg than average that supports your lifestyle long after you decide to stop working.  If you’ve been blessed with a high income, you may think you’re maximizing your savings if you...

Top 5 Reasons You Must Invest In an Annuity Today

Top 5 Reasons You Must Invest In an Annuity Today

Annuities are growing in popularity as a key financial strategy to add to your retirement plan. People have had a huge wake-up call after the Covid pandemic about the importance of planning for the unexpected. It’s no surprise that everyone is rethinking their...

Retirement Considerations: Renting or Homeownership?

Retirement Considerations: Renting or Homeownership?

As you approach retirement, it’s common to want to adjust your living arrangements to meet the needs of your changing lifestyle. Retirement brings about changes that will impact your income, savings, habits, and travel plans. Rather than feel held back by your living...

A Woman’s Guide to Financial Planning

A Woman’s Guide to Financial Planning

Women have come a long way since the women's rights movements of the 60s and 70s. Today, women are graduating from college at higher rates, represent about half of the workforce, and occupy 29 percent of senior management roles. Women are a true financial...

Spring Clean Your Finances and Invest in Your Future

Spring Clean Your Finances and Invest in Your Future

Building wealth requires regular maintenance and attention to detail. Just like seasonal chores, a spring finance refresh might be exactly what you need. Spring is a great time to dust off the running shoes, hone in on your healthy habits, enjoy time with loved ones,...

Ethical Investing: A Green Portfolio One Choice at a Time

Ethical Investing: A Green Portfolio One Choice at a Time

If you could make an impact on the course of society with your investments, would you? As the world of business and finance continue to merge with the world of sustainability and global impact, a trend towards ethical investing continues to gain momentum. There's...

Modernize Your Business for the Metaverse

Modernize Your Business for the Metaverse

The new wave of the internet is here — or at least it’s in the making.  Discussing the Metaverse with someone out of the technology loop can be painful, and the fault isn’t on them. It’s like describing a color they’ve never seen before or a concept they’ve never...

What Investors Should Expect in The Next Few Months

What Investors Should Expect in The Next Few Months

As we approach the second anniversary of the pandemic that swept the world, the economy continues along its winding path toward normalization. Despite exceeding growth expectations at the end of 2021, this January has proved to be one of the most volatile for traders...

IRS Updates 2022: What to Consider When Filing Taxes

IRS Updates 2022: What to Consider When Filing Taxes

The Internal Revenue Service continues to update information regarding changes to tax filing in the coming year. This includes information on advance Child Tax Credit payments, Economic Impact payments, claiming the Recovery Rebate Credit, and charitable deductions....

Financial Planning for Tech Professionals

Financial Planning for Tech Professionals

Big Tech emerged from the pandemic stronger than ever before. While other sectors suffered huge job losses and major business disruption, Big Tech has been on a tear. Company valuations have only increased in value since the start of the pandemic and continue...

Crypto & Taxes: What you need to know

Crypto & Taxes: What you need to know

It's no secret that cryptocurrency is all the rage. Cryptocurrency is slowly but surely redefining and helping expand the world of finance, with companies like PayPal and JPMorgan jumping into the fray to support the growth of cryptocurrencies.In the United States, 59...

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