Three Tips to Help You Accomplish Your Year-End Goals

Take a deep breath, stay focused and follow these steps. September means we are quickly approaching the end of 2018, and the race is on to accomplish all of our goals for the year. There are less than 70 working days left until the end of the year, depending on how many holidays you celebrate. Even fewer if, like me, you take off the last half of December. That doesn’t sound like a lot of time to accomplish your year-end goals, does it?! If you find yourself overwhelmed and unable to enjoy the return of scarves, pumpkins and crisp fall air, don’t fret. There really is still plenty of time to meet your goals before 2019 arrives. Take some deep … Continue reading Three Tips to Help You Accomplish Your Year-End Goals

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Philanthropy — The Forgotten Investment Asset

Why philanthropic giving is a smart investment tool for business. Socially conscious investors are after more than just financial returns. In addition to making money in the markets, we also want to make a difference. We want to leave a legacy of not just wealth but positive change. However, in our quest to be socially conscious change creators, we often overlook the power of one key asset: our philanthropy. For most people, philanthropy is the money we give away when we’re finished investing and earning in other areas. It’s a separate category — not just on our tax returns or financial planning documents, but also in our heads. The idea that one makes money first, then gives it away is … Continue reading Philanthropy — The Forgotten Investment Asset

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