Friendflation
Are you being hit by friendflation as the cost of socializing goes up and up? Here's how to keep both your friendships and your wallet intact.
Maximize Your Return on Life Community Workshop at ALTAR
Shari's book, Maximize Your Return on Life, has helped countless people learn how to invest their time and money in what they value most. Join us on 11/13 from 3-4:30pm for a community workshop at ALTAR. Shari will cover exploring your early & profound memories of money, identifying your Core Values, the Key to Financial Happiness, and more! All guests will receive a signed copy of her book.
A Creep to Avoid this Halloween
Are you earning more, but spending even more? Feel like you are always falling behind? Here are three ways to avoid lifestyle creep.
Setting SMART Financial Goals
SMART stands for Specific, Measurable, Achievable, Relevant, and Time-Bound. By applying these metrics you can create a simple plan for successfully achieving your financial goals.
1.4 Million Reasons to Thank Our Clients
In the last year, our clients used their Donor Advised Funds to make gifts to charities totaling $1.4 million!
Looks Like We Made It!
My mom, my brother, me... and Barry Manilow! One of the greatest nights of my life.