Get the Most Out of College Tours
If your family is gearing up to make a college decision in the coming months, a tour of prospective campuses may be on your agenda. Here are a few strategic tips to help you compare higher education choices and get the most from your visit. Explore Your Tour Options Well in Advance Every college and…
5 Pilgrimages to add to your bucket list
Looking for a vacation that offers a spiritual break or the opportunity for introspection? Embarking on a pilgrimage where you walk historic paths and visit sacred sites may be the perfect vacation alternative. Here are a few historically significant options, whether you’re looking to go near or far. International Destinations Taking the time to explore…
Using a Sabbatical for Career Growth
When was the last time you took a few vacation days and left work behind? In a 2016 Indeed poll of approximately 2,000 adults, 20 percent didn’t take a summer vacation and 59 percent of those who did worked while on the break. A busy work life with little to no time to unwind puts…
Unusual Hotels Around the World
Vacations allow you to escape the routine of your everyday life. Making the most of your time away from home is up to you. If you’re interested in springing for once-in-a-lifetime hotel accommodations, here are a few unusual options. Relax in Luxury Looking to indulge beyond the traditional hotel and continental breakfast? A well-appointed retreat…
How to Deal With Financial Anxiety
When unexpected or worrisome financial news hits, what do you do? Constantly checking your portfolio can derail you from long-term goals, while having zero awareness of your finances can lead to reckless overspending or other bad behavior. Information travels faster than ever these days, and it’s easy for investors to feel alarmed or panicked about…
Create a Powerful Morning Routine
Looking for long-term success? Some of the most productive people throughout history — from Benjamin Franklin to Steve Jobs — put useful routines into practice the moment they woke. Just as a financial plan must be customized for each person, so should your morning routine. Personalize the details to suit your goals and lifestyle, and…
Where to Retire
If you’re like most of our clients, you’ve thought long and hard about the financial aspects of your retirement. You’ve likely worked hard and saved diligently. But, retirement for each person is different. Perhaps you plan on a working retirement with a new job and less stress, focused on what you love. Or, perhaps you…
What Would You Do with $1 Million?
This is a scenario everyone has played out in their head hundreds of times. What would I do if I suddenly came into $1 million? Most of us already have a plan, to either get out of debt, or to buy a new car or a new house. But, assuming those things were already taken care of,…
Record Numbers Renouncing U.S. Citizenship
According to the Treasury Department, 4,279 people renounced their American citizenship in 2015. This is up 864 from the previous high of 3,415 in 2014. From 2013 to 2015, 10,693 citizens have renounced their citizenship, which is more than the 10,189 renouncements in the previous 15 years from 1998 to 2012. So why are so…
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