by Kim Hall | Aug 28, 2024 | Trivia
We all know that personality plays a big factor in the decisions we make – but did you know your personality is also affecting what food you buy? A Deloitte survey found that personality has predictive power over both what items people buy and how much they spend at...
by Kim Hall | Aug 13, 2024 | Investing
As you approach retirement, a new sense of purpose might start to take center stage: You’ve worked hard and built both a life and built up your retirement savings, and now you might be wondering how to use your resources to make a difference. Donating...
by Kim Hall | Aug 7, 2024 | Taxes
Philanthropy is an important component of many financial plans, but actually navigating the world of charitable giving can feel overwhelming especially if you have tax planning considerations. Enter donor-advised funds (DAFs): innovative tools designed to simplify...
by Kim Hall | Jul 31, 2024 | Trivia
Have you been seeing all the school supplies hitting the shelves – or are even helping your kids and grandkids get back-to-school ready? In May 2024, Deloitte surveyed 1,200 US-based parents of students ranging from Kindergarten to 12th grade to learn about their...
by Kim Hall | Jul 16, 2024 | Taxes
Wonder if you’re paying too much in taxes? Building wealth is an incredible achievement, but it also comes with the responsibility of protecting and maximizing it. When you reach that coveted millionaire-next-door milestone, you may run into new hurdles when it comes...
