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Holistic retirement and long-term investment planning

Saving for retirement shouldn’t be about achieving some specific dollar amount, or even about specific investments to get there. It’s about figuring out what retirement means to you, and making sure retirement is both affordable and meets your lifestyle goals in a meaningful way. Then, deciding on how to get there by designing a holistic strategy that treats your retirement portfolio as the sum of all the parts. Benjamin Franklin once said:..

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Wealth & Lifestyle Philanthropy

Perspectives on Philanthropy


Following your heart and passion to transform lives

Do you find yourself wanting more from your philanthropic efforts? Is it daunting to think about which causes to support and ensure your giving makes the greatest impact? We know that giving feels good and there is strong research to support it. But we also know that with so many options to give, people often aren’t able to maximize the effects of their charitable giving activity.

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Wealth & Lifestyle Philanthropy Enjoy Grow Build

Thinking About Philanthropy

"I probably should" is an answer that I hear quite often when I ask "Are you serving on a nonprofit board?" My title, VP Philanthropic Services, opens up the dialogue with strangers on airplanes, and I do feel like an evangelist for the nonprofit sector. My motivation comes from the transformation that I have seen in people who add nonprofit work to their lives.

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