Category: Life Defined

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    The Cost of Infertility: How to Navigate the Finances of IVF

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    The Cost of Infertility: How to Navigate the Finances of IVF

    By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

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    How To Prepare For An Unexpected Death

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    How To Prepare For An Unexpected Death

    Published by Mark Ring, Wealth Advisor We always want to be prepared—especially in the midst of hectic times. It’s one thing to stock up on canned goods and toilet paper, but preparing for an unexpected death is quite another. No one wants to think about losing a loved one. And if we avoid …

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    Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

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    Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

    The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful. 

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    The Power of ‘Emotional ROI’ Through Charitable Giving

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    The Power of ‘Emotional ROI’ Through Charitable Giving

    Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

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    My Three Favorite Restaurants In Baltimore

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    My Three Favorite Restaurants In Baltimore

    Published by Daniel Morrison, Wealth Advisor As a wealth advisor, I work hard at my firm every single day in order to help families unlock the secret to their financial success. As a father and a husband, I love to spend time with my family during my free time outside of my career. One way …

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    Ladies – Are You Planning for Your Security in Retirement?

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    Ladies – Are You Planning for Your Security in Retirement?

    While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future

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    5 Steps to Protect Your Identity in the Digital Age

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    5 Steps to Protect Your Identity in the Digital Age

    Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

    Ladies … listen up!… there’s still time ... Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

    By Jamie Hopkins Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.

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    I Finally Found the ‘Why’ in My Career. You Can, Too.

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    I Finally Found the ‘Why’ in My Career. You Can, Too.

    Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …

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