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...
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,...