Month: July 2023

4 Steps That May Improve Your Retirement Readiness

Written by Jeff Diamond, AIF® on July 24, 2023.

Enhance your retirement readiness and secure your future with these four key steps to retirement planning.

Guidance to Strengthen Your Preparations for the Future

Planning for retirement requires meticulous preparation, foresight regarding your finances, and a proactive mindset. Regardless of whether you’re at the beginning of your professional journey or nearing retirement age, it is helpful to take measures that bolster your retirement readiness right now. Through prudent decision-making and the implementation of effective strategies, you may pave the way for retirement years that are filled with greater enjoyment, reduced stress, and enhanced financial security. As you plan for retirement, these four steps may help improve your readiness and steer you toward a successful retirement journey.

5 Ways Charitable Giving Could Be Good for You

Written by Zachary Morris, CFP® on July 10, 2023.

Explore the possible transformative benefits of charitable giving for personal growth, well-being, and meaningful connections.

Discover the Power of Philanthropy

In a world that often seems consumed by self-interest, charitable giving is a beacon of hope that shines bright. While it may appear that the primary beneficiaries of charitable acts are those in need, the truth is that the act of giving itself can bring profound benefits to the giver – and we’re not just talking about tax advantages. Engaging in acts of charity goes beyond the simple act of writing a check or making a donation; it has the power to transform our lives. Here are five ways charitable giving could be good for you, reminding us that compassion has the ability to enrich our own well-being.