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Financial planning is often thought of as merely a numbers game. But while investment returns are an extremely important part of securing a comfortable retirement, there is another kind of return that is equally important.  Some of the best returns you'll ever get can't be shown on a chart. They are the deep feelings of joy, connection, and purpose that come from being generous. Read on to find out more about the psychology of generosity.Social media has reshaped the way people talk about...

Have you ever wondered why your career is flourishing, but the value of your investment isn’t? From keeping too much cash on hand and falling for “get rich quick” schemes to confusing wants with needs, many people unknowingly sabotage their financial future.  This article explores common money missteps and offers guidance on building real, lasting prosperity. Because when it comes to your finances, the goal isn’t to look rich - it’s to be rich.Few financial t...

Few threats menace the world of wealth creation as silently, and as corrosively, as FOBO: Fear of Better Options.  Unlike its impulsive cousin FOMO (Fear of Missing Out), FOBO doesn’t drive action. Instead, it whispers, “Wait. Something better might come.” And in that interval, wealth quietly departs.The world of investing can feel like it has its own language. There are many terms and concepts that can feel intimidating to many people. But reality is often not as compl...

We all want to leave our loved ones as financially secure as possible when we die. But that involves more than just the basics of executing a valid will, choosing a competent and professional executor, and of course leaving enough asset value in your estate. Let’s talk about the risk of one or more of your heirs finding themselves in financial distress and losing their inheritances to their creditors. How should you go about ensuring that inheritances aren’t subject to attachment b...

This gap is more than just a number — it reflects lost opportunities for women to build wealth, gain financial independence, and make an even greater impact on the economy