EDUCATION

Insights

EDUCATION

Insights

I’ve Got Some Thinking to Do: A Year-End Audit

“Now run away and play with your toys. I’ve got some thinking to do.” —Taylor Caldwell, Bright Flows the River
In Taylor Caldwell’s novel Bright Flows the River, a character speaks this line with equal parts exasperation and clarity.

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The Best Christmas Movie About Money and Grace

In the category of Christmas movies about money, it is impossible to compete with It’s a Wonderful Life. The depiction of the bank run alone nearly stops the conversation. But if we’re going to talk about the best Christmas movie about money and grace not named IAWL, we have to talk about The Holdovers.

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A Framework for Giving When You No Longer Have Income

This time of year, our inboxes are often flooded with emails about great needs in our communities and around the world. When you’re in your prime working years and have a steady source of income, it may be easier to contemplate and execute charitable giving. But what about when you retire?

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Why Gratitude Might Be Your Most Powerful Financial Tool

When you’re grateful for what you have and generous with your resources, you experience less financial stress than when you focus primarily on accumulation. The psychological link between gratitude and financial well-being has real implications for everyday money management.

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