Philanthropy is so much more than a charitable donation. By being philanthropic, you join an altruistic effort to better the world around you. If giving aligns with your personal values, have you considered how you…
Read More
The Year-End Financial Checklist All Families Need
A growing number of Americans overestimate their financial literacy. With so many in the dark, it’s no surprise that 77% of Americans feel anxious about their financial situation. Confusion surrounding budgets, bills, and bank accounts…
Read More
What’s A Family Mission Statement and How To Write One
A shocking 70%-80% of Americans consider their families dysfunctional. Why does such a large majority of the population struggle to get along with those closest to them? Disagreement sources can vary from miscommunication to financial…
Read More
The Social Security Administration Announced 2023 COLA Updates. How Does It Impact You?
On Thursday, October 13, 2022, the Social Security Administration (SSA) released important updates for 2023, including cost-of-living adjustments (COLA) for retirees, changes to Medicare premiums, and retiree earning limits. Are you wondering how these adjustments…
Read More
7 Tips to Help You Spend Intentionally This Holiday Season
Does your checkbook have a case of the holiday blues? High inflation rates and stagnant wages can make for an anxiety-inducing holiday season. But don’t let these figures scare you—a joyful holiday season doesn’t revolve…
Read More