If you’re considering making the move to a senior living community, it’s not something to be taken lightly. Like any other major life decision, it pays to do your homework.
“Philanthropy is not about money. It is about using whatever resources you have at your fingertips and applying them to improve the world.” – Melinda Gates
In our most recent blog, we explored the sense of fulfillment that comes from giving ...read more
Your efforts over the years have contributed to your company’s success in a significant way. As retirement approaches, it’s time to think about how you can make the next stage of life just as meaningful.read more
For many of us, Thanksgiving traditions revolve around roast turkey, pumpkin pie and football. But when holiday festivities like these fall short of providing personal fulfillment, how can you fill the void?
Charitable giving to the rescue. At the Thanksgiving ...read more
More and more women are finding themselves in the role of the family CFO.
It used to be that men bore most of the responsibility for making the money and managing the finances. But today, nearly 49% of all married ...read more
How much money would you need to feel financially secure?
Three million? Five million? While you might think financial worries stop once you reach a certain net worth, the reality is that they don’t. Affluence seems to open new ...read more
November 13, 2019 | 11am
Thinking of Moving in Retirement?
Many of our clients contemplate moving as they near retirement. Join us for our November 13, 2019 Webinar for a panel discussion of real-world experiences and lessons learned when moving out ...read more
All home improvement projects are not created equal.
While the average remodeling job recoups less than two-thirds of its cost at sale, according to Remodeling Magazine’s “2018 Cost vs. Value” report, some renovation projects are far better investments than ...read more
Sending your children or grandchildren to college can be a stressful time.
For some, this may the child’s first time away from home. This period can come with many stress factors, such as adjusting to their absence in the ...read more
More and more women are choosing to leave a lasting, noteworthy mark on the world through their philanthropy.
A former executive for a global telecommunications company, Susan is now divorced and in her sixties. She’s been heavily involved in ...read more
Being a high-earning female executive isn’t always a walk in the park.
Work pressures can be all-consuming, stress-filled days are common, and personal time is often severely lacking. People may assume they world is at your feet but the ...read more
“The time I save by outsourcing can be turned into productive work hours that generate more value for my business. More importantly, it vastly improves my quality of life.”
As a business owner or executive, life moves fast and so ...read more
Thursday, October 17th, 11:00 AM – 12:00 PM
Our guest, attorney Suzanne Simpson of Simpson Law, PA, will start with, "What is a trust?", then provide a basic understanding of trusts and when it is advantageous to use a ...read more
Your home is your castle, so of course you want it to reflect your personality and preferences.
If you’re a movie buff, a lavish home theatre with surround-sound might be a tempting addition to your basement. Are you passionate ...read more