Gifting a Family Trip for Christmas
December 10, 2024
Next holiday season, instead of packing up clothes your kids have outgrown and tossing toys that have already broken, you could be reminiscing about giving
Blog: Invest in You
Benefits of Generosity
November 26, 2024
People give to charities for a multitude of reasons. Reducing your taxable income has been a driving force for charitable giving. Nonprofits saw a significant
70.5 – The Magic Age…Navigating Qualified Charitable Distributions
November 12, 2024
There are several magical ages as you reach your ‘senior years’: AARP declares you are a senior at age 50 with their invitation to join
How to Know If You’ve Been Hacked
October 22, 2024
Cyber-attacks are launched at us every day. Do you know the warning signs that your security has been compromised? With cybercriminals constantly prying at your
Creative Pursuits Are Good for Your Soul…and Your Retirement
October 8, 2024
Do you like to sing? Have you wanted to learn to paint watercolors? Did you know the arts are good for your mental health? Studies
Least Worst Choice
September 24, 2024
I went to a leadership breakfast summit. The messages were inspiring. It was worth getting up at 5:00am and driving to town in the dark.
Can you FLUNK at Retirement?
September 10, 2024
Yes, you can! Retirement is a significant change. It is a transition…just like a cross country move, or the loss of a spouse through death
Lifelong Learning Makes a Richer, Vibrant Retirement
August 27, 2024
Very few people stop learning once their formal education is over. You may have taken classes to polish your professional credentials. Or you may have
3 Mistakes Investors Make During Election Years
August 12, 2024
In an election year, the stock market can be volatile. Following is a great article from Capital Group by Robert W. Lovelace and Darrel R.
Which Roth is Right for You?
August 1, 2024
In retirement planning, the Roth 401(K) and the Roth IRA are strategic tools. They allow for tax free growth and distribution. They are the pocket