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Choosing a Retirement Date: Is the End or First of the Year Better?

November 21, 2023
There are only 24 hours of separation between the last day of the year and the first day of the new year. Nevertheless, choosing the official calendar date of your retirement to be in one calendar year over another is not a trivial decision. The date you choose for retirement may mess with your retirement money, may cost you more (or less) in taxes, and might cause you to lose bonuses or benefits.
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High-Net-Worth Individuals and the Benefits of Philanthropy

November 9, 2023
High-net-worth (HNW) individuals have investable assets of a million dollars or more. Their substantial monetary resources often put them in a position to contribute monetarily and significantly improve society. The value of philanthropy extends far beyond the immediate beneficiaries of the HNW individuals' contributions.
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Shutdowns and the Impact to Financial Markets

November 6, 2023
Government shutdowns have become a recurrent feature of American politics, with their origins dating back to the late 20th century. These shutdowns, which occur when the U.S. government fails to pass a budget or spending bill, can have profound effects on various aspects of society. Among the most significant consequences are their impact on financial markets, particularly bond and equity markets.
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How Much of Your Income Should You Save?

October 20, 2023
Saving money is a fundamental aspect of personal finance that can significantly impact your financial security and future goals. However, determining the ideal amount to put away isn't a one-size-fits-all equation. Here are a few tips to help you find a savings amount that works for you.
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Valuing Liabilities Like Assets: A Comprehensive Financial Perspective

October 20, 2023
When the topic of financial planning comes up, most individuals naturally gravitate towards the idea of growing their assets. Stocks, bonds, real estate, and retirement accounts usually dominate these discussions. However, a comprehensive financial strategy doesn't only involve focusing on what you own, but also on what you owe. Liabilities, or the debts one owes, are just as crucial to understand...
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