retirement plan

Making Charitable Donations as a Retiree

Making Charitable Donations as a Retiree

When giving comes from a place of generosity and appreciation, it’s easy to skip over considering the best way to make your donation. After all, giving money is a simple transaction, right? While in the end, handing over a check to your favorite organization is a simple transfer of money, there are other options to ensure you maximize the amount you’re able to give.

Shift Your Goal Setting Approach When Retirement Planning

Shift Your Goal Setting Approach When Retirement Planning

The beginning of the year is always filled with great intentions, lofty goals, and a rejuvenated mindset. Goals are great, if you have a plan to achieve them. Today we’re challenging you to shift the way you think when creating goals revolving around your retirement plan.