Blogs

Retiring Well: Connecting through Philanthropy

Two significant challenges of the Covid-19 reality are a loss of personal connections and a real burden on charitable organizations to meet the increasing needs of people around the world. We are all learning how to adapt to a more virtual world in building and investing in relationships.

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Retiring Well: The Blocking and Tackling of Retirement Planning

For those planning for retirement, the events of 2020 have been especially worrisome and disruptive. We can't control pandemics, market fluctuations, or social unrest. But, we can focus on the blocking and tackling of retirement planning. Here are the three drills you can run...

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Should I Invest In technology stocks?

They’re back!! It may be hard to believe but unfettered excitement over investing in technology stocks has returned with a vengeance. It feels like a lifetime ago – actually, barely five months – when fear swept through the financial markets as the Covid-19 global pandemic sent the world economy into an abyss. Entire economies were effectively shut down with ramifications as uncertain as predicting the weather. 

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Is Now the Time to Dial Down Risk?

The latest episode of Taking Stock with Lisa Brown is Is Now the Time to Dial Down Risk?

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Can You Be Picky Before Accepting That New Job?

The latest episode of Taking Stock with Lisa Brown is Can You Be Picky Before Accepting That New Job?

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Retiring Well: Life-Giving Conversations about Death

father and son

While ensuring your documents and your household are in order is a critical step, it's only one part in the process of "finishing well." A fruitful and often ignored step is engaging in conversations with our family and friends about our thoughts and wishes for our living and dying. Here are recommendations for the who, what, when, where & why of end-of-life discussions.

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New Parents: Buy Life Insurance, Name Beneficiaries and Save for College

After checking your medical plan, getting supplies, padding your bank account, getting an estate plan in order, and deciding if you will return to work and how you will handle childcare, you may be asking, “Am I all set?” “Is it smooth sailing from here on out?” Not quite! Let’s look at three more items that should be on your new parent financial checklist.

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Retiring Well: Closing the Technology Gap

One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities. Thanks to video chat, you’ve been able to check in on family across the country and participate in birthday parties and graduation celebrations. You’ve used streaming services to watch movies and listen to music. You’ve used online news services and social media to keep up with current events and essential healthcare developments. These were likely things you did before, but like many trends, they rapidly accelerated in 2020.

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Two More Financial Issues Every New Parent Needs to Address

The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make. Patricia Sklar discusses both topics in this article.

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Charitable Giving in Up and Down Markets

Episode 13 of Taking Stock with Lisa Brown is Charitable Giving in Up and Down Markets.

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