If Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. With so many people living and working online these days, there are more opportunities than ever to branch out from your social, personal, and professional contacts to identify areas of […]
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You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf, hillwalking or bridge gives you a chance to unwind. Your volunteer work improves your community. The […]
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The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people are out of work, struggling to pay their bills and feed their families. Social justice movements have shone a light on problems we’ll all need […]
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In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three habits they believe will help folks build momentum as we – hopefully – continue moving towards the end of quarantine. By focusing on the present, embracing the positive, and leveraging our relationships and routines, […]
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Part 1: Better Habits for a Healthier Mind Since the Covid-19 outbreak we’ve all had to make adjustments so that we could cover our basic needs, care for our loved ones, and remain productive during quarantine. No matter how well you’ve adapted to these extraordinary circumstances, there’s probably a part of you that feels like […]
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The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. Folks who are fortunate enough to be working from home might be coping with a mix of technological hurdles, while also enjoying more family time and more flexible hours. Too many others nearing retirement are facing real financial […]
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We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, when we look at your most recent financial plan, we can see events that we’ve been anticipating for quite some time: children heading off to university, home upgrades, holidays, […]
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When we ask our clients to describe their ideal retirement, two of the most common responses are “healthy” and “secure.” In our experience, most successful retirees find ways to align these two goals … and throw in a little fun as well. In fact, it seems that there’s a definite psychological connection between how we […]
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You have probably noticed that most of the things that the “experts” are warning you to prepare for are things beyond your control. Rather than stare into a crystal ball and make predictions, we prefer to look at our clients’ priorities and hopes and focus on how we can help people get the best life […]
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If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals. What’s the difference? “I’m going to be healthier” is a common resolution. It begs the question, “How?” Folks who can’t answer that question usually get frustrated and abandon their resolutions before they start. […]
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