Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Recently, I was fortunate enough to attend the eMoney Advisor Summit in Dana Point, California, where we were able to learn about the latest techniques and benefits connected with WealthMatch, our financial planning software. We believe – along with many others – that identifyi …
Does more money really eliminate worry? A common misconception is that wealthy people have less to worry about because their money solves their problems. But the truth is, while money may make some things in life easier, the fears and worries can often be magnified. The rich may get rich …
Published by Mark Lookabill, Wealth Advisor I was reminded this past week of what really embodies “True Wealth.”
Planning for retirement presents various challenges. The most obvious challenge for many is figuring out how to make your money last.
Recently, LPL Financial published a Thought Leadership piece discussing the many benefits of diversification. It highlighted the fact that, so far this year, we have seen that a diversified portfolio has benefited investors.
A wise person once said that “life begins at retirement.” Whether you agree with that statement or not, I think we can all agree that retirement is certainly a very significant stage in our life.
