What is the best strategy to achieve your charitable giving goals? That question makes some generous people feel uncomfortable.
Advice For Life
5 Tips to Make Your Year-End Giving Go Further
Many charities have annual fundraising campaigns with mega-donors who match contributions — sometimes as much as 3:1 — received during specified timeframes.
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
Can Your Medicare Choice Affect Your Return on Life?
We’re heading into Medicare’s annual open enrollment period. Whether you’re a new retiree or a current Medicare enrollee who wants to review your coverage…
Is Your Retirement Plan Missing an Essential Piece?
With retirement approaching, you have reviewed your numbers and perhaps are feeling good about what you see.
How to Prepare for Early Retirement
Whether you are someone who is being forced into early retirement or you’re choosing to jump into it, there are plenty of variables you should consider.
Putting The Planning in Estate Planning
Your last will and testament may sound like the definitive word on your estate.
Leverage Your Schedule to Improve Your Life
When you’re working, raising kids, and struggling to find time to take a run or read a book, it’s common to feel like your days keep getting away from you.
Planning for Entrepreneurship at Any Age
The Work from Home revolution and pandemic business disruption have motivated many aspiring entrepreneurs to take their shot in 2021.