Equity Comp Resolutions: What You Should Prioritize This Year
As the New Year begins, many make resolutions to improve their health, relationships, or careers. But what about our financial goals? Financial goals are important, too. If you have equity compensation, setting clear resolutions (or, better yet, goals) for the year ahead can be just as impactful. While making decisions around your equity compensation might […]
Legacy Planning: Ensuring Your Mission Lives On
Ask yourself, “What do I want to be remembered for?” When we think about the legacy we’d like to leave behind, our thoughts drift toward those more immaterial things that might not fall neatly into a will or estate plan. That’s because true legacy is not just about wealth. It’s about the values and beliefs […]
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 family have an exciting opportunity to make a difference in a meaningful way. You can more effectively build a lasting legacy by aligning your family’s values with your actions (like […]
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 robust portfolio, self-insurance might seem feasible, but is this approach the right choice? For high-net-worth individuals, the answer typically requires a closer look at financial impacts and, equally importantly, the […]
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 on your behalf, which means it’s inherently limited to how much you can produce and what the market deems a fair price. However, there is another form of income that […]
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 involves more than just financial calculations and number crunching. It requires you and your advisor to align your retirement goals with your personal values, lifestyle aspirations, and long-term well-being. Let’s […]
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 changes for the coming year. Medicare: Starting in 2025, out-of-pocket prescription drug costs are capped at $2,000, and the copay for insulin is capped at $35. This is great news! […]
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 anxiety, the key to navigating this turbulence is understanding how to stay focused on your long-term goals. Elections can stir market volatility and investor sentiment, often leading to reactive and […]
The Power of Mindful Spending: Making Every Dollar Count
We’re exploring how mindful spending can transform your financial health and lead to alignment with your personal values.
Discovering Your Financial Mission: How to Align Your Values with Your Wealth
How you choose to spend your money is important, and when done thoughtfully, it has the potential to make a bigger impact.
