Author: Carrie

4 ways you can ward off relaxation-induced anxiety.  Have you heard the term “stresslaxation” before? It affects some people, especially high performers, who have a hard time relaxing. It strikes when they’ve finally taken time away from work and other...

Tax mitigation strategies can help the bottom line.  While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it’s a good idea to schedule a meeting with your financial...

Managing earnings tax efficiently may be as important as the compensation package itself.  Every year, we hear about the highest paid executives with the biggest bonuses, salaries and raises. Perhaps another interesting question in addition to “how much?” is “how?”...

Discover money lessons that set children up for success.  In no uncertain terms, youth who participate in early financial literacy programs make better financial decisions later in life. Based on 76 empirical studies across 33 countries, the Financial Industry...

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.  While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that...

How to maximize your impact through long-term support. Giving can offer a great sense of fulfillment, and a way to make a difference for others while supporting causes you’re passionate about. Endowments are among the many ways your philanthropy can take shape – they...

Consider the benefits of an uncomplicated, tax-savvy way to give back. Giving can create positive change in people, institutions, and communities. It sustains a multitude of worthwhile organizations, launches innovative new ideas and gives us a sense of fulfillment. A...

The connection between financial wellness and health can have benefits for your employees and your business. The connection between health and wealth is more than a Benjamin Franklin quote. It turns out that saving and investing for retirement, preparing for major...