Re-fired Not Retired: Making The Best of the Rest of Your Life
While retirement is a time to enjoy the things you have worked hard for in life, the next chapter may leave some a little anxious. Retirement doesn’t mean you have to retire from the excitement in life.
Entrepreneurship and Financial Risk: What You Need to Know
Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. A wise entrepreneur considers their potential exposure before leaping into a new business venture, moving forward only on those opportunities that present enough potential upside to make the risks worthwhile. Below, we discuss some financial risks an entrepreneur may face and […]
Celebrating Black History Month
Take some time this month to learn about the contributions of black businesses, inventors, and activists throughout America’s history. Some of the most powerful statements can be made by aligning your finances with your values.
Why Plan Sponsors Are Feeling More Responsible for Employee Financial Wellness
Bank of America’s Workplace Benefits Report recently revealed that a whopping 19 in 20 surveyed employers felt responsible for their employees’ financial wellness.1 But because financial wellness is such a holistic concept,…
Ways to Minimize Tax on an Investment Portfolio
Improving return by minimizing taxesAlthough we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be…
Considerations for Your Charitable Giving
Points to think about as you contemplate giving to others and causes. Any endeavor worth undertaking, especially one that may affect others, deserves our careful consideration before we begin. When contemplating charitable giving,…
6 Ways to Minimize Your Tax Liability Throughout the Year
You don’t need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you prepared well ahead of tax season. Here are six ways to minimize your tax…
A Guide to Incorporating Philanthropy into Your Financial Planning
If you’re considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic…
A Year-End Wealth Planning Guide
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances
Making Decisions About Medicare
As you near age 65, you may start to think about Medicare. How do you sort through your coverage options? When (and how) do you enroll? And what if you have other health insurance? Here is some information to help you
