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
The fourth quarter of 2025 is just getting started, but blink and it will be over—now is the time to take stock of your financial picture and make strategic adjustments before the calendar flips to 2026.
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.
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.
Retirement might seem distant when you're in your fifties, but the decade leading up to your golden years is actually the most critical time for retirement preparation. Whether you're 55 and just starting to think seriously about retirement or already deep into your planning, this comprehensive 10-year countdown checklist will help ensure you're ready for this major life transition.
There's a lot of confusion around Health Savings Accounts (HSAs) and Medicare, and for good reason. Making contributions to your HSA after you're no longer eligible can lead to tax penalties and can be a headache to correct. Read on for what you need to know if you’re contributing to your HSA and preparing to enroll in Medicare.
