Financial insights and videos to help you make wise money decisions now, and for the future.
3 Questions to Answer Before You Purchase Life Insurance
Death benefits such as life insurance have a great deal of questions. Read on to get more details on three of the most common life insurance faqs.
The Power of Charitable Remainder Trusts
In our newsletter, The Power of Charitable Remainder Trusts, we will examine one method that many philanthropists use: charitable remainder trusts (CRTs).
Sudden Wealth: What Should You Do If You Strike It Rich? March 2019 Harvesting Prosperity
What would you do if you became wealthy in the blink of an eye? With sudden wealth can come challenges. Preparation for what happens when your financial situation changes is critical.
Qualified Opportunity Funds – Harvesting Prosperity February 2019
Socially responsible investing, or “impact investing” is a way to combine your commitment to social and environmental goals with your personal financial goals.
It’s Time to Get Serious about your Happiness
Striving toward enhancing happiness has been shown to have tangible results and can make you more successful.
Prosperous Family Stewards Test Their Financial Plans – So Should You
David Witter shares advice for family stewards looking to stress test financial plans to ensure a prosperous future for their loved ones.
Wills and Trusts: The Foundations of Your Rock-Solid Estate Plan – February 2018
A strong estate plan starts with a solid foundation, and that begins with wills and trusts. Do you have a will? Do you know the difference between a will and a trust?
The Road to Longevity: Living to 120 – and Beyond?
Medical science finds new ways to preserve our health and prevent disease. Are you familiar with the latest longevity advancements?
5 Reasons to Make Philanthropy a Family Affair
Family philanthropy is a joyful way to both share the benefits of your wealth, and teach your children principles of generosity and caring.
