When it comes to charitable giving, one of the simplest yet most powerful strategies is naming a charity as a beneficiary on your retirement accounts

When it comes to giving back, there’s an undeniable joy in aligning your resources with the causes you’re passionate about. But effective giving isn’t just about generosity—it’s about strategy. With the right tools, you can maximize your impact

There’s an old story about a wealthy man who passed away. When someone asked his accountant, “How much did he leave behind?” the accountant replied, “Everything.” It’s true—you can’t take it with you. As the saying goes, you’ll never see a hearse pulling a U-Haul.

Estate planning is about taking control of your life’s story and ensuring the people and causes you care about most are protected and supported, no matter what. Without a plan, your estate becomes a roll of the dice.

Many people think of their retirement accounts as entirely their own—a reward for decades of hard work and saving. But there’s a silent partner waiting in the wings: the IRS.

If you’re nearing the end of your working years and preparing for this significant life change, you’re on the “final approach” to retirement. This post outlines three essential steps to help you navigate this critical phase with confidence and clarity.

For financial decisions, overconfidence can trick us into believing we can hit a financial “home run” by identifying the next “sure thing.”

In a nutshell, feedback allows you to compare what you thought would happen with what actually happened. In some cases, life can give us feedback immediately.

Out of fear, people generally avoid buying the S&P 500 index when its price has declined but are eager to buy it once its price has gone back up.  That’s a losing formula.