Values and goals are different for each family. And when trying to balance competing priorities of saving vs. spending, it is challenging to get it right. You may wonder how much to save per paycheck or if there’s a savings rule of thumb by age.
Read MoreCharitable giving surpassed $400 billion in 2020, which represents 2.1% of Gross Domestic Product (“GDP”). However, we’ve remained at this level for about 40 years. That’s too many years of too little progress.
Read MoreWhat is “enough” in financial terms? Is it a million dollars? $3 million? More?
Clients frequently ask me how much money they need to comfortably retire. Even as a CFP® with over fifteen years of experience, I can never give them a blanket response. There are a variety of quantitative and qualitative factors to consider.
Read MoreAccording to Pope Francis in 2015, “the family is the fundamental locus of the covenant between the Church and God’s creation.” As parents, it’s our responsibility to model Christian living for others. Collectively, we can solve some of the world’s biggest problems but must start within our own families.
Read MoreI’ll never forget the time I stepped down from a junior board position. It was a difficult decision because I supported the charity’s pro-life mission. Yet fundraising wasn’t my area of genius, and my time was better spent with family. Have you ever stepped away from a meaningful cause, instead opting to financially support the mission?
Read More
