volunteer tagged posts

Charitable Giving: the Benefits it Gives Us

11/08/2019 Finance  No comments

Many of us use charitable giving to make the world a better place for the next generation. Some people volunteer time and talent. And some are fortunate enough to give through wealth.

Using wealth for good has become a core aspect of the U.S. value system. I’ve seen charitable giving grow steadily over the past several decades. Studies show that since the 1950s, even after adjusting for inflation, charitable giving has grown by 6.5 times.1

I believe when you combine your personal values with wealth management strategies, you create a greater sense of purpose and achieve benefits.

Why do we give?

Vanguard Charitable conducted a survey years ago on charitable giving...

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Getting ready to retire?

03/29/2019 Finance  No comments

You are finally ready to retire! Congratulations! For this blog post, I’m going to take off my Certified Financial Planner™ (CFP®) hat and assume you’re set financially.

The financial decisions are important, but the decisions around what kind of lifestyle you want to have in retirement are equally important. You can make this next stage of your life whatever you want it to be.

Now that you are ready to retire, have you thought about what you’re going to do with your time? What activities or pastimes will keep you energized once the novelty of not going to work every day wears off? You need a reason to get up every morning. Will you travel, volunteer, or start those hobbies you never had time for?

Set your schedule

No matter what you decide to do, it’s important to think about ho...

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