Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.
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Love and money can be complicated. According to research by Ramsey Solutions, money is the number one reason married couples fight and a leading cause of divorce. So, when it comes to coupling, finances may be what determines success – or not. These tips will help you no matter your marital status.
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: You don’t have to make $1 million to save $1 million.
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
The SECURE Act 2.0 legislation builds on previous retirement savings changes and contains provisions that further raise the RMD age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities. Read more here:
Instead of hauling out those familiar New Year's resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here's a set of resolutions that can help ensure your long-term financial confidence.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.