Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle you want now while keeping longer-term achievements on track! Staying on top of your career earnings by regularly benchmarking your […]
Category: Charitable Giving
Financial Fitness – Mid-Year 2022 Check-In
Summer is here! Kids are out of school and all the vacation planning is coming to fruition. It can be a good idea to take stock of your financial picture and make updates where necessary. Below are a few things to consider to keep your plan in shape. We’ve talked about them before, but it’s […]
Being charitable and giving to things you care about
We often meet with potential and current clients who say they want to give to causes they care about and to implement a more formal charitable giving approach compared to what they’ve done in the past. This past spring, I completed my capstone course at Bentley University, which consisted of writing a grant for a nonprofit organization in the Waltham area. My classmates and […]
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