Even financially successful people struggle with a sense of scarcity. We might say that money, status and success don’t lead to increased happiness, but many of us still unconsciously think that more is always better.
What is the value of a financial advisor? The personal touch. Here are four stories of how flesh-and-blood advisors you meet in person benefited their clients.
If you want more control over how your donation is used, consider either donor advised funds or private foundations. Let’s take a closer look at these two options.
Life is constantly changing. As you grow older and take on more responsibility, your financial planning needs change too.
If you’re young, estate planning might sound like something you don’t have to think about until you’re older, but the reality is, you need to think about it now.
To say divorce is overwhelming would be an understatement. Whether you saw it coming from a mile away or were completely taken by surprise, it can be mentally, emotionally, physically and financially draining.
On the surface, the terms “retirement planning” and “financial planning” might seem interchangeable. But while they are similar in many ways and often do go hand-in-hand, the two are not exactly the same. Each has its own intricacies and fine details that make it unique.
