Before you buy an annuity, read this
As you begin to plan for income in retirement, you may start to hear about annuities. These products can provide a “guaranteed” income stream for a period of time, making them a helpful tool for retirement planning. In our experience, annuities tend to be one of the most misunderstood products available to help folks nearing […]
4 ways to make your charity go further
Charitable giving is bigger than dollars and cents. So when clients want to build charitable giving into their financial plan, we start there: What do you want to accomplish, and why is this cause important to you? That can help us figure out innovative ways to maximize your impact. It may be a simple case of donating something small each month. Often, however, giving strategically can help you do even more good.
Don’t let money hurt your marriage
When you marry someone, you pledge for richer or poorer. And yet, money drives couples to divorce with alarming frequency. In our experience, there’s a lot of ground to cover in between richer and poorer, and open communication can be key to creating a strong financial foundation. The following guide can help you jump start […]
The financial details of divorce
