Knowledge Center

Charitable giving is an expression of our values and commitment to community. But here’s the surprising truth: many donors aren’t making use of strategies that can significantly increase the impact of their gifts and making their donations go furth...

There seems to always be buzz online about outsized returns from the latest “hot” investment or industry. While tempting, chasing high returns often means taking on unnecessary risk. This simple calculation shows you don’t need a 25% annual return......

People who focus strictly on paying down debt are thinking only about quickly eliminating a finite dollar amount; however, they often do not realize the amount they will need to accumulate for their future retirement....

However, I have found that depending on when you begin drawing your pension(s) and what type of pension you have, you may be surprised to hear that what seemed like an adequate cashflow initially may fall short years down the line. ...

Depending on how much you invest initially, you may utilize Mutual Funds, ETFs or individual Stocks.  If your plan is to add money monthly, you will be able to take advantage of Dollar cost averaging (where you wish for volatility) and may want to......

To start, if you have a well-designed portfolio strategy that is integrated with a long-term financial plan than the answer is simple, rebalance regularly. This approach not only can help manage overall risk, but also help take advantage of great......

After taking the time to explore how you spend your time and the changes you want to make going forward, how does one begin the process?  In my work with clients doing pre-retirement planning, I have found that there are three key steps......

Ok. You’ve reframed the lottery question, you’ve taken stock of your time portfolio, and you’ve asked the hard questions about time assets and liabilities....

You've considered how you would alter your lottery time and you've completed your Time Energy Analysis™.  Now one should reflect on the time versus money tradeoffs....