Month: October 2019

Giving Back With Planned Philanthropy Strategies For Creating Change Through Your Legacy Introduction Success in life is about much more than wealth. Giving back to your community and supporting your values through the gift of your resources and time is an extraordinary way to consciously define your family’s legacy. Affluent Americans are becoming more strategic […]Continue reading

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6 Important Financial Strategies For Your 20’s and 30’s Personal Finance & Investing For Generations X and Y   Introduction 20 and 30-somethings have very different personal finance and investing priorities than their parents. Instead of worrying about Social Security benefits and catch-up IRA contributions, you might be worrying about digging yourself out of student […]Continue reading

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Is College Worth It? Understanding the Costs & Benefits of College   Introduction The decision about whether or not to attend college is a serious one with lifelong implications. Changes in the U.S. economy, a decade of lost growth, and a revolution in technology are challenging attitudes about a traditional college education. While college used […]Continue reading

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