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The Subtle Difference Between Charity and Philanthropy

Charity and philanthropy are two terms related to giving that are often used interchangeably, even though they differ. While the difference is subtle, it is
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Year-End Planning for Retirees

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important
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How to Make Keeping Track of Your Finances Easy

Now is an excellent time to start evaluating your current financial situation, determining your future goals and expectations, and working toward pursuing them. If you
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Elder Care, Caregivers, and Estate Planning: What You Need to Know

If you or a loved one are approaching the point of needing elder care, you may be wondering what your options are. What level of
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An Essential Guide to Estate Planning Preparedness

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate
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401(k) Options for Small Business Owners

Regardless of the business’s size, small business owners have 401(k) retirement savings plan options that may be suitable for their situation. Business owners must plan
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