Charitable Giving Can Make a Meaningful Difference

Charitable giving has the power to create lasting, meaningful change—not only for the communities and causes we support, but also in our own lives. As the year draws to a close, it’s an ideal moment to reflect on how we can align our financial resources, time, and...

Making the Most of Your Pension: A Smarter Way to Retire

Retirement is a major milestone, and making the right decisions about your income can significantly impact your financial future. Retirees who still have a pension are faced with an important choice: take the highest possible pension payout or choose a reduced...

Are 529 Plans Still Worth It? Separating Fact from Fiction

I find many people drag their feet with college savings and then boom, their child is going to college!  Like mine. (The good thing is we squirreled money away.) This article comes from noticing and hearing people ask, “Are 529 Plans Still Worth It?” 529 College...

The Importance of Estate Planning: A Personal Reflection

With a touch of humor, my father often reminded us, “We’re not getting out of here alive.” While his words brought a smile, they carried a profound truth: mortality is inevitable, and planning for the future is essential. Unfortunately, I’m now personally experiencing...

The Opposite of Spoiled: Part 2 – Allowance

The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 2 – Allowance) Ron Lieber has a whole chapter on allowance in the book, The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money....

The Opposite of Spoiled: Part 1 – Money Equals Values

The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 1 – Money Equals Values) I read a lot of self-help books. They are not all about money, but a good number of them are because they interest me. I like to share...