75% of executives say mentoring has been critical to their career development. Mentoring, even with a small-time investment, offers significant rewards for both mentors and mentees alike. Imagine that someone with great potential and ambition approaches you,...
The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life. With today’s longer retirements,...
A versatile tool that can help enhance the benefits package you offer your employees. What is an NQDC plan? While nonqualified deferred compensation (NQDC) plans can vary slightly from one another, they generally act as an agreement between employers and employees...
April 2025 - NewsletterScams You Should Know AboutThere has been a recent increase in reports of individuals, especially senior citizens, being contacted by scammers. Scammers are becoming more sophisticated, using deceptive tactics to trick people into handing over...
Build an action plan to protect yourself and your loved ones. Intentional financial planning sets the stage for long-term success regardless of family situation, but for single parents, the work of setting up a comprehensive plan is particularly important. Taking...
Learn about a few simple things you can do to protect your personal information while you travel. Travel can be one of life’s great pleasures, especially when you’re enjoying retirement. Exploring new-to-you countries or revisiting favorite spots is fulfilling,...
Explore how these two investment types compare. Whether you’re building your portfolio, trying to diversify, or considering new investments, understanding the difference between active and passive funds is extremely helpful. Both mutual funds and exchange-traded...
Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions. The uses for artificial intelligence (AI) are seemingly endless. AI can anticipate the next song we’d like to hear, break down advanced concepts into...
The language used in important documents may need to shift to reflect recent technology and family dynamics. With the advent of new technologies, potential surprises at estate settling time are becoming more common. At-home DNA testing has opened new avenues of...
March 2025 - NewsletterDon't Allow Boredom In Retirement To Get The Best Of YouWhen you bid your 9-to-5 adieu, how do you plan to spend your time? You’ve made a financial plan for retirement, but what about a fun plan? According to an article by The Senior, “Your...
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