If you are the child of a baby boomer, the stress of providing long-term care for your parents as they age may feel overwhelming. Older adults often require caregiving essentials, including medication, housing, adult day care, and special mobility accommodations among other things. This process may be further complicated if you split the costs between […]
People tend to spend more money during the summer months. Vacations, outings, increased energy usage, higher gasoline prices, higher grocery bills, and children being out of school are all reasons for higher spending. Even families who pride themselves on their financial planning may find themselves in the hole if they do not plan for the […]
We expect to see a wide variety of donations in 2022. While most giving continues to come from individuals this year, organizations and businesses continue to play a crucial role. Below are some philanthropy trends for 2022 that define the giving space. Philanthropy as Civic Engagement In an increasingly polarizing period of history, philanthropists are […]
Despite being one of the most well known investment schemes, Ponzi schemes still result in considerable losses. In 2020, a hundred years after the incident for which the scheme is named, investors lost $3.25 billion in funds — the highest in a decade. Even intelligent people are not immune to falling prey to well-laid schemes. […]
Estate planning is one of the best ways to plan ahead and provide for your family in the future. A well-written plan will involve a lawyer that can walk you through the strategies and potential estate planning pitfalls of crafting an estate plan. Crafting a solid estate plan is rarely easy, given the emotional labor […]
Many individuals receive “money messages” that they assume are true. However, financial advisors argue that spending habits are less about right versus wrong, and more about determining how money can enhance individual goals and values. In this “Wealth Matters” radio show, we sat down with David Geller, Director of Behavioral Wealth Management at Wealth Enhancement […]
No matter how much knowledge you have about wealth management and investment, everyone is capable of making irrational financial decisions. Many individuals approach finances for themselves, their families, and their business with a set of preconceived notions that they may not be aware they have. This may lead to investment choices that are a poor […]
Having a financial plan for and educating your family is generally the best way to assure that your family will be able to sustain its wealth. But less than ten percent of families are able to sustain their wealth through the fourth generation. In our latest “Wealth Matters” episode, we sat down with two special […]
Employee Stock Ownership Plans (ESOPs) are a type of employee benefit plan that companies can participate in. They are qualified retirement plans that buy, hold and sell company stock for the benefit of the employees. With an ESOP, a trust is established and each year the employee makes tax-deductible contributions of company shares that are […]
Financial literacy is the ability to understand personal finance, budgeting, and investing and then use that knowledge to make good financial decisions. A person’s ability to effectively save money and avoid financial setbacks relies on their financial literacy. When you understand every aspect of your finances, you’ll be able to set short- and long-term financial […]
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