Financial Planning

Embracing Retirement: Discovering Purpose and Joyful Second Acts
Financial Management Embracing Retirement: Discovering Purpose and Joyful Second Acts

In this insightful conversation, we delve into the world of retirement planning with Marco Gaietti, a seasoned business management expert known for helping individuals transition into retirement seamlessly. With a focus on near retirees, Marco shares his experiences in addressing both financial and

Essential Steps to Manage Rising Living Costs
Financial Management Essential Steps to Manage Rising Living Costs

The rising cost of living is an undeniable reality impacting households across the United States, affecting everything from groceries to housing. Many Americans are now forced to reconsider their financial strategies due to the pressure on incomes caused by inflation and increasing expenses in

How Can Advisors Align Clients With Philanthropy Goals?
Financial Management How Can Advisors Align Clients With Philanthropy Goals?

The evolving landscape of wealth management has increasingly intersected financial advisory roles with philanthropic interests among clients. As modern affluent individuals prioritize social responsibility, advisors often face the challenge of aligning their services with clients' charitable

Boosting Retirement Savings: Start Small and Stay Consistent
Financial Management Boosting Retirement Savings: Start Small and Stay Consistent

Roughly 40% of Americans find themselves facing retirement with no savings, a staggering statistic that highlights the urgent need for effective planning strategies. These financial oversights are often compounded by the lack of access to company-sponsored retirement plans, such as a 401(k),

Southern Baptists to Vote on Trustee-Governed Finance Plan
Financial Management Southern Baptists to Vote on Trustee-Governed Finance Plan

As Southern Baptists prepare to cast their votes, significant focus is placed on a proposed Business and Financial Plan that seeks to reinforce trustee governance within the Southern Baptist Convention (SBC). This plan arises amidst growing calls for enhanced transparency, propelling deliberations

Master Financial Strategies for First-Time Entrepreneurs
Financial Management Master Financial Strategies for First-Time Entrepreneurs

Embarking on the entrepreneurial journey can be daunting, especially as financial management is often one of the most formidable challenges that new business owners face. Building a strong financial foundation is crucial for both short-term survival and long-term success. For first-time

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