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.
Are You Losing at the Game of Thrones?
How many of you started a monthly subscription to watch Game of Thrones? That series ended in 2019. Did your subscription continue? Do you use it?
Show Your Family Love. Prevent Financial Elder Abuse.
One important way to show your love to your parents or relatives is to protect them from financial scammers that prey on older people.
My Happy Place
Go, Cubs, Go! What is your happy place? Have you been there lately?