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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Learn about the opportunity to maximize your philanthropic gift and minimize your taxes with the donation of non-cash assets.
A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Make the most impact with your planned giving by choosing the right charitable vehicle. Learn how.
Thinking about opening a 529 plan? They're being used as a modern estate planning tool, not just for college savings. Learn more.
Many decisions need to be made by December 31 of any given tax year, but one that extends into the next year is funding a Roth IRA. Listen in to hear if this may be a good option for you, or someone you know.
It's a new year! What decisions can you still make after December 31st that may effect your previous year's tax situation? What are possibilities to consider now as you plan for the future?
In this insightful conversation, we explore thoughtful gift ideas that can help instill the values of generosity and saving in the next generation.
The market soared after the recent election results. Listen in on part of the post-election conversation as our own Matt Bosway and Nick Bednarczyk, CFP® share their thoughts.
What should investors be thinking about after the market soared following election? Listen in on part of the post-election conversation as our own Matt Bosway and Nick Bednarczyk, CFP® share their thoughts.
Green energy, oil and more. What do the headlines tell us compared to history when it comes to predicting what sectors will benefit from certain parties in office? Listen in on part of the post-election conversation as our own Matt Bosway and Nick Bednarczyk, CFP® share their thoughts.
Understanding the differences between active and passive funds is fundamental for savvy investors. Test your knowledge and perhaps learn something new.
The Fed recently cut rates. Join us as we dive deeper into why a drop in interest rates could impact bond prices and how this could be useful in your investment strategy.