Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led to nearly double the amount of recommended grants—over $23 billion—to qualified charities over … Continue reading
Category Archives: Investment Planning
11 February 2020
Is a Donor-Advised Fund Right for You?
Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go over the details of retirement planning. Here are a few … Continue reading
13 October 2014
5 Ways to Remain Cool, Calm, and Collected With Your Finances
Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your long-term financial goals — everything else is just noise along … Continue reading
30 September 2014
5 Ways to Help Pre-Retirees Balance Goals
5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement Confidence Survey, only 18 percent of U.S. workers reported feeling … Continue reading
Though no one likes to imagine that their relationship won’t last, statistics indicate that 36 percent of all marriages end in divorce. While the dissolution of a marriage or the end of a cohabitating relationship is never pleasant emotionally, the … Continue reading
18 March 2014
6 Myths About Money and Investing
I wish I had a dime for every time someone called me with a hot tip or a new investment idea. Boy I certainly would be a rich man. I am glad I did not take all that advice for … Continue reading
7 February 2014
10 Key Tips for Pre-Retirees
Ah, retirement. Whether you dream of living on the fairway, traveling the country in an RV, or simply enjoying a relaxed lifestyle free from the worries of the daily grind, the goal of a peaceful, comfortable retirement is what we … Continue reading
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