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A Guide to Charitable Giving Strategies

The state of public health and the economy over the past year and a half led large numbers of people to turn to charities for help. These same forces created both challenges and opportunities for business owners and high net worth families, many of whom have reevaluated what they want their legacy to be.

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Education is Key to Keep Ahead of Fraud

Business fraud is as old as business, but it’s constantly evolving and taking new forms. Especially over the past year and a half, with many workers first shifting to their homes and now returning to the office, security gaps and changes in behavior have emerged that fraudsters are able to turn to their advantage.

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Refinancing and divorce

Divorce involves complicated financial matters. Topping that list is jointly owned real estate. If you get the house, what happens next? Are you buying out your partner? What happens to shared earned equity? How will you manage mortgage payments? Can you apply divorce settlements to the loan?

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Managing Your Credit Rating

Credit ratings are an important measure of a person’s financial wellness. Think of them as a report card for your finances. Lenders review credit ratings to determine the risk associated with the requested loan. The higher your credit score is, the more likely it is you will repay your loan. As a result, individuals with…

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Planning Your Retirement Paycheck

Planning for retirement often focuses on things that happen before you retire. That’s perfectly fine if you still have several years to go. But as many people near retirement, focus shifts from accumulation to distribution, and practical questions, such as, how will my retirement money get to me? In what amounts? In what accounts? On…

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A COVID Checkup for Your Business

As people and businesses start to emerge from the shadow of COVID-19 and its related economic fallout, we are constantly finding ways in which the business landscape has shifted. The coming year will continue to highlight the temporary and permanent changes to business as a result of the pandemic.

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