Updates
Why 2022 IRA & 401k updates could change your retirement plan
We’ve been keeping close tabs on the new 2022 IRA & 401k updates. There are several changes that could affect your retirement and philanthropic plans in the years to come. We’ll summarize tho…
Finding Financial Health – Your 2022 Financial Planning Checklist
Wouldn’t it be interesting to have been in the room when big ideas were first presented? Who was it that first had the idea to catalog all the world’s knowledge…using volunteers - like Wikipedi…
Which investment strategies worked best in 2021? And which will work for 2022?
After the close of each year, I review how the stock market performed. It’s interesting to rank several types of investments using a report called the “Asset Quilt.” This stacks previous year…
Monthly Financial To-Dos
Resolutions are notoriously short-lived. So the key to actually making meaningful progress is to plan your course over the next 12 months.
We’ve put together a list of quick things you can do to…
Reflecting on Abundance During Thanksgiving
Thanksgiving is usually a time to reflect on the past year and all the things we are thankful for. But what if we went deeper than that? What if our focus was not only on what we are thankful for, bu…
