Giving

When you’re preparing to sell your business, you’re approaching one of the most significant financial decisions of your life. The outcome will depend largely on the quality of the team guiding you through the process. A successful sale requires a coordinated group of...

Have you ever thought, "I'll be happy when I make more money," or "I'll be happy when I retire"? When you finally reached those or other milestones, did it feel as satisfying as you imagined? And how long did that feeling last? High achievers tend to constantly drive...

Gift giving during the holidays is a wonderful tradition that unites families and friends. When we give in the right spirit, we remember that giving can be even more joyous than receiving. So why do we feel so much stress this time of year? One reason could be that we...

Many of our clients enjoy making charitable donations, whether it’s paying tithing or supporting a local nonprofit. But what many people don’t realize is that how you give can make a big difference, both for the organization you support and for your own financial...

Do you love your business so much that you never want to sell it? If so, congratulations—that’s a rare blessing. However, one day you will be forced to leave it whether you want to or not. That departure could be triggered by any of what we call the 5 Ds: death,...

We all want a fulfilling life, but fulfillment doesn’t come automatically with greater wealth. In fact, continuously building wealth could increase your anxiety. As Morgan Housel said in The Psychology of Money: "The hardest financial skill is getting the goalpost to...