Establish Your Charitable Giving Structure
As we head into a season that is typically full of charitable fundraisers and philanthropic events, you may be thinking about establishing your charitable giving structure. While you may have determined which causes and organizations you would like to support, the next step in maximizing your giving is creating a plan around the financial and […]
Lesson from the FIRE Movement
The Financial Independence/Retire Early, or FIRE, movement is an investment practice and lifestyle that focuses on saving aggressively and spending frugally so individuals can move toward financial freedom and perhaps even retire decades ahead of schedule. The movement has been around since the 90’s and has gained more exposure recently as the financial fallout from […]
Get a Jump Start on Your 2022 Taxes
As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on next year’s taxes can help you get organized, saving you time and money when April 2023 rolls around. Here are four steps you can take now to prepare for next […]
Negotiating for Workplace Benefits
Improve a job offer by thinking beyond your salary. It’s a job seeker’s market. The Great Resignation, which began in April 2021, has seen Americans leave their jobs by the millions, often in search of greener pastures. It has also produced a labor crunch, often leaving employers desperate to fill positions across industries. As a result, […]
The Benefits and Risks of Income Investing
Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people working toward financial independence or who need a predictable stream of income in retirement. Investors looking to embark on an income investment strategy may consider adding dividend stocks, bonds, and […]
5 Tips for a Financially Strong 2022
The start of a new year is a great time for introspection and evaluating the areas of your life you want to improve. When setting New Year’s resolutions, individuals often think about their career or physical health, but financial wellness is just as important. It’s no surprise then that January is Financial Wellness Month. Financial […]
3 Tips for Evaluating Portfolio Performance
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. Here is a look at the situations […]
Why You Need an Evolving Financial Plan
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. Here is a look at the situations […]
Giving Back During the Holidays
The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only aid people and organizations in need; they also confer a potential tax benefit to the giver. Recent changes to the tax code resulting from the COVID-19 pandemic have also incentivized charitable giving, […]
