Author: Carrie

December 2022 Newsletter

November 2022 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Give Wisely to MaximizeYour Charitable ImpactContribute to the causes you care about with strategies that match your intentions. Two studies...

Give wisely to maximize your charitable impact

Give wisely to maximize your charitable impact

ESTATE & GIVING Contribute to the causes you care about with strategies that match your intentions. Two studies conducted at the University of Chicago and Northwestern University found that giving to others makes us happier than giving to ourselves. To help you...

What is your “why” in retirement planning?

What is your “why” in retirement planning?

Planning for retirement can be a daunting task for many people. There are numerous different retirement strategies available. It can be confusing to figure out which strategy is right for your situation. Also, developing a retirement plan can involve a lot of...

Building a portfolio for the long term

Building a portfolio for the long term

Building a portfolio for the long term If you are looking to create a financially secure retirement as well as leave wealth to the next  generation, you will need to look at investing from a long-term perspective. This means not  overreacting to volatility in the...

Collaborating with your attorney and tax professional

Collaborating with your attorney and tax professional

Collaborating with your attorney and tax professionalIt is usually a good idea to combine different perspectives when you are trying to come up with a  solution for most problems in life. When it comes to your personal finance this can be  particularly important....

Retirement planning is both math and mindset

Retirement planning is both math and mindset

Retirement planning is both math and mindsetPreparing financially for retirement has much to do with ensuring you have saved enough  money to maintain the quality of life you want during your golden years. This can determine  whether or not you can retire early or...

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