7 Ways to Stay on Track and Meet Your Retirement Goals

Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings? Our regular check-ins are designedContinue reading “7 Ways to Stay on Track and Meet Your Retirement Goals”

Charitable Giving and 7 Charitable Giving Missteps

Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019. Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020: The AnnualContinue reading “Charitable Giving and 7 Charitable Giving Missteps”

How to Identify and Avoid Scams

Have you been scammed before? When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. The FBI said it recorded 467,361 complaints in 2019 and more than $3.5 billion in losses to individuals and businesses. The costliest scams involved business email compromise,Continue reading “How to Identify and Avoid Scams”