Job on the Line? 5 Powerful Financial Moves to Stay Secure and In Control
If you’re in a position where termination is a possibility—whether due to company restructuring, government budget shifts, or industry downturns—you must take control of your financial situation now. While uncertainty is unsettling, you have more power over your future than you may think.
Unlock Financial Confidence: A Fresh Start for the New Year
As we kick off a new year, let’s pause and reflect: Where and how did you first learn about money?
3 Financial Actions to Take (and Not to Take) at Year-End
Here are 3 financial actions to take—and 3 to avoid—as you wrap up the year.
The Power of Qualified Charitable Donations: A Strategy for Giving Back and Leaving a Legacy
Qualified Charitable Donations (QCDs) are not only a smart financial strategy for reducing taxable income, but also a meaningful way to express family values, engage in legacy planning, and foster a culture of giving across generations. Whether you’re already using QCDs as part of your retirement planning or exploring ways to integrate philanthropy into your financial strategy, this approach offers significant opportunities to align your wealth with your values.
It starts with Why.
True financial success isn’t just about spreadsheets, investments, or net worth—it’s about aligning your financial strategy with what matters most to you - your “why.” This alignment starts with defining your core values. Understanding your values not only creates clarity and purpose, but it also transforms the way you approach, manage, and grow your wealth.