More older Americans are choosing not to marry their long-time partners, which makes later in life caretaking a little less clear. Here are some steps to consider to ensure you are on the same page about your expectations and plans, as well as able to care for each other when the time comes.
Joy and Money
In 2002, I published my book, "The Intersection of Joy and Money," where I discussed the 5 truths of money, including the idea that money is energy. Back then, I advocated for socially responsible investing, which has since evolved into what we now call ESG (Environmental, Social, Governance) investing. At that time, less than 1% of global assets were invested in ESG funds. Fast forward to 2020, and that number has skyrocketed to 35.9%!
Third Quarter Global Prosperity Report
In today's rapidly changing financial landscape, staying informed is more crucial than ever. John’s latest economic update dives into the key trends and insights shaping the markets in the 3rd quarter of 2024. Whether you're a seasoned investor, business owner or just curious about the economy's direction, this analysis provides the essential information to keep you ahead of the curve.
Returning to Work After Divorce: The 4 Essentials of an Ideal Job
Curried Butternut Squash Soup
Teach Your Children Well: Basic Financial Education
6 Tax Planning Moves to Make Before Year-End
Our general opinion is that tax rates will reset to their 2016 levels at the end of 2025, giving us just over a year to make the most of current, lower, tax rates. Here are 6 things you may be able to do this year and next to lock in current rates while we wait to see how the future of US tax rates plays out in Washington.
Keeping Your Retirement Tax Bill in Check With a Tax-Efficient Distribution Strategy
What To Do When There Has Been A Data Breach
In a world where cyber threats are becoming more common, safeguarding your personal information from data breaches is more important than ever. Whether it's through phishing scams, weak passwords, or insecure networks, your sensitive data can be vulnerable if you’re not careful. If you're wondering what you can do to help protect yourself against the growing threat of identity theft, here are some steps to consider.
Maximizing Financial Aid Offers Through the FAFSA
In a world where cyber threats are becoming more common, safeguarding your personal information from data breaches is more important than ever. Whether it's through phishing scams, weak passwords, or insecure networks, your sensitive data can be vulnerable if you’re not careful. If you're wondering what you can do to help protect yourself against the growing threat of identity theft, here are some steps to consider.