How to Conduct a Family Meeting
One of the most important aspects of creating an estate strategy is to make certain others are aware of your wishes and goals. A family meeting can start the process of helping beneficiaries understand your ideas. We can help you structure this type of meeting.
Does the 4% Rule Still Work?
The 4% rule is a retirement rule that provides a high-level guideline for how much retirees can consider withdrawing from their accounts each year. We’ll look at the pros and cons of the rule and show why a personalized approach creates more flexibility.
12 Days of Christmas Checklist
Let’s keep the holiday spirit alive with an upbeat article with the help of the popular song “The Twelve Days of Christmas.” The checklist will include some simple–and some surprising–tasks.
An Inside Look at Online Fundraising Platforms
We all get them from time to time. A request from a family member or friend for an online contribution to sponsor some event. But what are these online fundraising platforms all about?
