Blog Archive
Family Philanthropy: Building a Legacy of Giving Together
Giving is more than just an act—it’s a way to build a legacy and strengthen family bonds across generations. Called “family philanthropy,” you and your
Wealth, Family, and the Future of Care: Is Self-Insuring the Right Choice?
One of the most frequent questions financial advisors receive from high-income clients is whether or not they should self-insure their long-term care (LTC). With a
Creating Passive Income Streams Aligned with Your Mission
“Income” is typically associated with a salary or wages—you exchange your time, services, or goods for money. This is called “active” income. It requires effort
Retirement Planning: More Than Just Numbers
Retirement planning isn’t just about calculating how much money you’ll need—it’s about envisioning the life you want to live. In fact, an effective retirement plan
Open Enrollment: Medicare and Employer-Provided Benefit Revie
It’s open enrollment season! Whether you’re covered by Medicare, or an employer plan, this is an important time to review your benefits and make any
Navigating Election Uncertainty: How to Stay True to Your Financial Mission
As the 2024 election looms, the future feels uncertain—but your financial mission doesn’t have to be. While election years often bring a wave of market
