Archive for the ‘Community’ Category

Want To Live Longer? Give Some Money Away

Posted in Community,Guest Posts
November 20th, 2014 at 9:27 am by Ally

  Charitable donations surge toward the end of the year, for a couple of reasons: People want to get the tax write-off, and the holidays make us feel all warm and giving. The first reason isn’t relevant to those who don’t itemize. But plenty of us give to causes even if we won’t realize a… read more

What We Learned: Pursuing Your Passions in Retirement

Posted in Community
November 18th, 2014 at 12:50 pm by Ally

Our November #AllyBRChat, Pursuing Your Passions in Retirement, with was an inspiring conversation! So, what did we learn? For starters, we heard that retirement is a time to pursue passions, explore untapped interests, and take risks that you may not have previously had time for! Tuesday’s chat participants were excited about the opportunity to explore new… read more

Benefits of the Sharing Economy

Posted in Community
November 14th, 2014 at 1:44 pm by Ally

A dramatic social and economic shift is under way – one that allows millions of individuals to buy, sell and exchange underutilized assets and services while bypassing the middleman. The sharing or collaborative economy is both old and new. Bartering for goods has been around since early civilization – exchanging everything from food, weapons and… read more

Join our live TweetChat, Tuesday, November 11th – Pursuing Your Passions in Retirement

Posted in Community,Retirement
November 7th, 2014 at 3:16 pm by Ally

Retirement – you’ve been saving and planning for it for years. So when your diligence has paid off, and retirement is just on the horizon, what’s left to plan? Today, baby boomers are challenging the traditional retirement vision and choosing a fuller and more rewarding second half of life. With the time and money to… read more

What We Learned: Estate Planning in the Digital Age Google Hangout

Posted in Community
November 5th, 2014 at 8:38 am by Ally

As new technology enters our lives, society is becoming even more dependent on digital assets. However, the more information we put into these digital assets, the more information we leave behind for our fiduciaries to manage. Learning how and why we must integrate access to this information within our estate plans was the main focus… read more

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