Personal finance never stays the same. You need to know what’s changed so you can do your best planning.
Read More2024: What’s New and What’s Next
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Digging Deeper at Year-End for Better 2024 Financial Results
At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.
Read More2024 Philanthropy Worksheet
We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people and our planet and promote what we find meaningful. I’ve provided the worksheet below to help you make your philanthropy plans for the coming year.
Read MoreNatural Disaster Planning
Until some type of disaster happens to you, you think you’ll be immune. We all tend to be overconfident at times, but perhaps now is a good time to run through a disaster contingency drill. Here are a few things you may want to consider.
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