Three Ways to Maximize Your International Charitable Giving
With humanitarian crises growing, financial support is much needed and easily provided, but charitable givers should do their homework to ensure their donations go to trusted entities.
A One-Time Financial Plan: Valuable or Dangerous?
Financial planning is not a set-it-and-forget-it exercise. While a one-time plan can help in the moment, ongoing financial planning rolls with your changes.
By Pam Krueger Published
Philanthropy Needs Innovation to Help With Social Problems
Big nonprofits get most of the money, while smaller ones struggle to gain a foothold, resulting in the same things being done the same way every year. New approaches could fix that.
By Shelley R. Sylva, Esq. Published
Could an In-Service Distribution From Your 401(k) Work for You?
If your company plan allows it, you could expand your investing opportunities, but be careful of tax and early-withdrawal implications.
By John Conley, Investment Adviser Representative Published
Being Rich vs. Being Wealthy: What’s the Difference?
It’s all about where you put the zeros — having a large bank account isn’t the same as having zero regrets and focusing on what brings you joy.
By Andrew Rosen, CFP®, CEP Last updated
If Social Security Gets Cut, What Will You Do?
Social Security could see a shortfall in 2033 if nothing is done to address funding. You can start planning now to shore up your retirement income.
By Edward Sota Published
Eight Don’ts to Keep in Mind as You and Your Loved Ones Age
Getting older isn’t for sissies, and the more prepared you are for cognitive decline and the issues that come with it, the better your life will be.
By H. Dennis Beaver, Esq. Published
Tips for Managing Money for an Incapacitated Loved One
Choosing a decision-maker before anything happens is crucial. So is getting legal documents and financial planning in order.
By Thomas C. West, CLU®, ChFC®, AIF® Published
Bright Spots Amid Commercial Real Estate Struggles
The office market continues to grapple with pandemic fallout, but investors find attractive deals in retail, industrial and hotel sectors.
By Jim Small Published
Financial Fasting Can Trim the Fat From Your Spending
Taking a day or a week off from spending not only frees up cash to pay down debt or add to savings, but can also help you reinvest in your relationships. Here’s how to do it.
By Stephen B. Dunbar III, JD, CLU Published