Why I need to recharge…My planning process.

Why I need to recharge…My planning process.

I’ve gotten a bit personal here recently in this mini-series on what helps me unwind, so I thought it might be appropriate to share what I’m taking a break from. I’m very fortunate in that my job rarely feels like work because I love what I do, but we all need to...
Crustacean Therapy

Crustacean Therapy

It’s no secret that the world is hurting right now, and our little piece of it here in the U.S. is not immune. I don’t feel capable of listing all of the difficulties many of us are currently facing because we all have our own unique challenges. (Writing those words...
Critters keep me grounded!

Critters keep me grounded!

After writing about how my passion for bald eagles helps me reset, I realized I get a similar reprieve from the two trailcams I put out in my backyard. I live in a town of roughly 20,000 people, a mostly residential community that is a suburb of Albany NY. Due to some...
Eagles Help Me Fly!

Eagles Help Me Fly!

Lately there has been a lot of focus in the news around mental health. It is certainly an important topic and deserves the attention it’s being given. This often leads to conversation around work/life balance and how we all get through the day. Now, I have to admit I...
Examining Donor-Advised Funds

Examining Donor-Advised Funds

Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular until the 1990s. DAFs act as vehicles for...
A Year-End Wealth Planning Guide

A Year-End Wealth Planning Guide

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances: Generational wealth transfer-...