Financial Insights

4 Lies about Retirement

4 Lies about Retirement

1. Retirement is an age or a year.  First, I’m not a huge fan of the word retirement but that’s a rant for another time.  Almost no one retires the year or age they plan to whether job change, health change or global pandemic.  Also, what other major life event do we...

Keep Donations Organized

Keep Donations Organized

I love the fall, do you?  For me it’s a time to transition out of busy summers, celebrate with a holiday centered around food, and reflect on what we are grateful for as well as what we would like to make improvements on in the upcoming year. This inflection...

Your Money, Your Voice (or Vote?)

Your Money, Your Voice (or Vote?)

If you grew up in the 90s, you remember the game perfection where there was literally a “frantic race” to put all the pieces in the right spaces.  If you didn’t the board would “pop up” and all your perfectly placed pieces go tumbling about. Sounds a little like...