How to Make Charitable Giving Part of Your Financial Plan
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
A Lesson in Revenue
Now that we’re in the season of the government proposing its budget for the year, I suggest it’s a good time for a simple lesson on revenue. I know, exciting! It seems that so many feel that the “rich” should pay their fair share, without ever defining what that fair share is. Is it 30%? …
7 Economic Myths Busted
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills
Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.
What Does “Find Your Freedom” Mean to You?
By Bruce Eisenhauer, Financial Advisor Our partnership recently rolled out a new brand promotion, entitled “Find Your Freedom.” As we attended our annual conference, I started to ponder what “Find Your Freedom” means to me. I think it is a great question and it takes on many angles …
Financial Resolutions to Take Into the New Year
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
Living Life as Opposed to Simply Existing
Living Life as Opposed to Simply Existing By Bruce Eisenhauer Financial Advisor When I take the time to think about the people who have had a most profound impact on my life, I realize that they all have some commonalities. They all strive to help others, and they all live life to the fullest.
De-Stressing in a Stressful World
We all experience stress to one degree or another. Stressors take many forms, whether from choices we make – giving a speech or preparing for an exam, or from situations outside of our control, like the economy or world events. Carrying stress can lead to health problems, especially with …
Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More
Craig Lemoine, Director of Consumer Investment Research Ask kids what they think money is, and you get some interesting responses. Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …
Don’t Underestimate the Value of Good Advice
By Jaymon Meikle, Financial Advisor My family and I recently moved to Tennessee, and I was able to cross off a financial milestone – we bought our first home.
COMPLIMENTARY RESOURCE
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
