Decision fatigue is real, and it's expensive. Every choice we make depletes our mental energy, and by December, most of us are running on fumes. That's when we're most vulnerable to overspending and over-committing. Read on for a simple filter to help you navigate all of the activities of the holiday rush with intentionality and choice.
As we approach the 2025 holiday season, it’s easy to get caught up in the excitement—and expenses—of gift-giving, entertaining, and travel. Between family traditions, year-end generosity, and festive celebrations, holiday spending can creep up quickly. For individuals and families focused on long-term financial goals, it’s important to strike a balance between joy and financial discipline.
Every year, thousands of retirees relocate to new states seeking better weather, lower costs, or a fresh start. But three financial planning considerations can catch even sophisticated retirees by surprise—areas where a seemingly smart move can quietly undermine years of careful planning. From hidden tax traps to obscure property laws, here's what often gets overlooked.
There is something deeply comforting about a bowl of homemade cream of tomato soup. Mackey’s recipe transforms simple ingredients into a flavorful soup that is worlds away from any canned version.
In a world where success is often measured by accumulation, there’s a growing recognition among accomplished individuals that true fulfillment comes from contribution. The question isn’t joust “How much can i earn?” but “How much can I impact?”
This shift represents the difference between charity and philanthropy, between reactive giving and purposeful impact
Decision fatigue is real, and it's expensive. Every choice we make depletes our mental energy, and by December, most of us are running on fumes. That's when we're most vulnerable to overspending and over-committing. Read on for a simple filter to help you navigate all of the activities of the holiday rush with intentionality and choice.
As we approach the 2025 holiday season, it’s easy to get caught up in the excitement—and expenses—of gift-giving, entertaining, and travel. Between family traditions, year-end generosity, and festive celebrations, holiday spending can creep up quickly. For individuals and families focused on long-term financial goals, it’s important to strike a balance between joy and financial discipline.
Every year, thousands of retirees relocate to new states seeking better weather, lower costs, or a fresh start. But three financial planning considerations can catch even sophisticated retirees by surprise—areas where a seemingly smart move can quietly undermine years of careful planning. From hidden tax traps to obscure property laws, here's what often gets overlooked.
In a world where success is often measured by accumulation, there’s a growing recognition among accomplished individuals that true fulfillment comes from contribution. The question isn’t joust “How much can i earn?” but “How much can I impact?”
This shift represents the difference between charity and philanthropy, between reactive giving and purposeful impact
Every October, financial professionals and organizations across the country come together to observe National Financial Planning Month. This annual initiative, established by the Financial Planning Association (FPA), serves as a powerful reminder that financial wellness isn't just about having money—it's about having a plan.
With upcoming changes to tax policy in 2026 that may limit your charitable deductions combined with the SALT cap increase to $40,000, this year presents a unique opportunity to maximize your charitable impact while optimizing tax benefits. Here’s a look at two common vehicles that are used to make larger gifts.
Travel marketing sells us beautiful beaches and iconic landmarks, but the most profound journeys offer something far more valuable than Instagram photos—they fundamentally shift how we see ourselves and the world around us. Transformative travel doesn't require exotic destinations or unlimited budgets; it requires openness to experiences that challenge your assumptions and expand your understanding of what it means to be human.
