retirement savings

5 Steps to Combine Your Tax Planning and Charitable Giving Goals

Are you passionate about sharing your financial resources with causes and organizations you care about? Do you find meaning in creating an impact in the world? If so, consider how you might donate stock to charity to accomplish both your charitable giving goals and smart tax planning, too.

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How to Donate Stock to CharityRead More »

What You Need to Know to Secure Your Family’s Financial Future

Many of the world’s wealthiest people didn’t get there on their own—they inherited their fortunes from family members who had focused on building generational wealth. With the right strategy and planning, this type of financial legacy is within your reach, too. If you make wise decisions, you can build a solid foundation for yourself, and for your future family members, too. The five tips below can help you plant a seed that can grow for years to come.

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Five Tips to Start Building Generational Wealth for Your FamilyRead More »

Avoid Challenges and Maximize Opportunities by Using a Professional Planner

If you’re someone who takes pride in making your own way in the world, you’re likely wired to feel inspired by the idea of DIY financial planning. It might feel practical to you, or even like the thing you “should” do – crafting your own unique strategy in pursuit of your money goals. However, DIY financial planning may not allow you to take full advantage of the tools available to you – meaning you could also be missing out on another level of financial security and peace of mind.

As you consider your financial plan, be aware of the challenges below that come with choosing to go it alone rather than working with a professional financial advisor.

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The Disadvantages of DIY Financial PlanningRead More »