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Summer Fun on a Budget
Making Memories Without Breaking the Bank Typically, the summer is when a majority of people will take their annual vacations. It’s a...
5 days ago3 min read


Setting Financial Goals for the Rest of the Year
Reviewing Mid-Year Progress and Adjusting Strategies With the year going past the halfway mark, it’s an ideal time to evaluate the...
5 days ago3 min read


Peace of Mind: Your Most Valuable Financial Asset
We spend a lot of time talking about financial goals — reaching a certain net worth, retiring by a specific age, or hitting investment...
5 days ago3 min read


The Long-Term Advantages of a Personal Coach
At some point in this century, having a personal or life coach gained popularity, particularly among the affluent. However, despite the...
5 days ago3 min read


Creating a Lasting Legacy Through Philanthropic Planning
We all have causes that stir our hearts, issues that ignite a desire for change. Often, our generosity manifests as a check, a...
Jul 213 min read


Financial Tips for A New Couple Moving in Together
Moving in together marks a major milestone for any couple, brimming with excitement and the promise of new beginnings. It’s also an...
Jul 213 min read


7 Fun (and Smart) To-Dos to Maximize Your Summer
Summer is often a time for sun-drenched escapes, leisurely pursuits, and a general slowing of pace. This season also presents a unique...
Jun 303 min read


Common Factors Affecting Retirement Income
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll...
Jun 246 min read


A Business Plan Can Be Your Guide to Growth
Whether you're a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you...
Jun 246 min read


Deciding When to Retire: When Timing Becomes Critical
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only...
May 305 min read


Should You Pay Off Your Mortgage or Invest?
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden and paying it off may be the first...
May 305 min read


Wealth Due to Inheritance
What is it? Introduction If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected...
Apr 2211 min read


High-Income Individuals Face New Medicare-Related Taxes
The health-care reform legislation enacted in 2010 included new Medicare-related taxes that first took effect in 2013. These new taxes...
Apr 223 min read


Investing for Major Financial Goals
Setting financial and investment goals Setting goals is an important part of life in general and financial planning in particular....
Mar 249 min read


Private Family Foundations
Summary: A private family foundation is a legal entity created, funded, and operated by a single family for the primary purpose of making...
Mar 219 min read


Dealing with Catastrophic Property Loss
Disasters can strike anybody at any time, resulting in catastrophic property damage and loss. Fires in dwellings and natural disasters...
Feb 208 min read


Understanding Liability Insurance
Have you ever wondered how you would cover the cost if someone got injured while in your home, business premises, or because your car hit...
Feb 203 min read


5 Steps to Achieve Financial Independence
We’re all striving for financial independence in an effort to pave the way for financial security, greater flexibility, and overall peace...
Feb 204 min read


5 Mistakes HNWIs Make in Retirement
The path to retirement for high net-worth individuals (HNWIs) is complex, from navigating taxes, inflation erosion, succession planning,...
Feb 203 min read


New Year’s Resolutions to Create Financially Confident Kids (and Less Stressed Adults!)
Many adults rank their finances as their number one source of stress. A major contributor is the lack of financial literacy programs,...
Jan 163 min read
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