Drawing Joy from Your Nest Egg
After a career focused on maximizing earnings, saving diligently, and spending prudently in preparation for retirement, new retirees often find it to be an adjustment…
It’s Not What You Have—It’s What You Do With It
Can money make you happy? For years, researchers have pondered this question, seeking the elusive sweet spot where people feel they have “enough.” What’s Happiness…
Webinar: Year-End Giving Strategies that Maximize Impact and Tax Savings
It’s a great time to reflect on the impact you want to make in the world, whether it be for the benefit of your community…
How to Involve Family in Charitable Giving
Charitably minded individuals invest a great deal of heart and purpose into their philanthropic giving plans. And because giving means so much to them, they…
Giving Strategies for the Greatest Good
With the holidays fast approaching, now is a great time to “merry” up charitable giving with tax savings. According to the National Philanthropic Trust, 69%…
Is It Tax-Loss Harvesting Season?
Tax-loss harvesting opportunities can help you reduce your tax bills in down markets—and potentially thereafter. But not every investor should harvest every loss. Here’s when it makes the most sense.