Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the
Are you ready to start investing? Investing in the stock market can be particularly rewarding, but not without risk. If you’re particularly risk averse, you may
The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a
Millennials get a lot of flak from the baby boomers and Gen X, but the truth of the matter is millennials are some of the most driven individuals when
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to
Intro
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who
Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we
The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to