Author: James Matush, Jr., CFP®, MBA
Creating a Financial Roadmap: Strategies for Building and Preserving Wealth
Building a strong financial future requires more than just saving money; it demands a well-thought-out strategy. Effective financial planning involves setting clear goals, managing risks,...
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The Certain Uncertainty of the Presidential Election
With another presidential election just months away, there is one thing Democrats, Republicans, Libertarians, Greens, moms, dads, kids, entrepreneurs, executives, employees, doctors, lawyers, dentists, and...
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Four Questions for Pastors on Money, Faith and Purpose
A couple of summers ago, our firm conducted research, asking a wide variety of respondents about their financial concerns as they thought about retirement. The...
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Three Questions To Ask Yourself Before Hiring ‘The’ Financial Advisor
In the end, only you will know whether you’ve found that right fit for a financial advisor. There are a few people who will learn...
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Five Things Purpose-Minded High Achievers Face with Retirement
By being proactive, you can create a retirement that aligns with your values as a purpose-driven leader. A little while back, I interviewed high-achievers—leaders who...
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This 83-Year-Old Retiree Started an Organization to Rebuild the Country’s Electrical Grid
What do you want to accomplish in retirement? If someone had asked Bob Galvin that, they would have gotten a really strange answer. Galvin was...
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What Does a Ford Pinto Have to Do with Your Retirement Account? More Than You Might Think.
Periodically over the years, you’ve probably seen chatter on whether the federal government should mandate advisors to maintain a fiduciary responsibility toward their clients. I’ve...
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Retirement Isn’t About How Much Money You Have. It’s About the Life You Want to Live.
When it comes to retirement, “How much is enough?” is really the core question many of our clients face. It’s a question that can cause...
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Want to Use Your Wealth to Make a Difference? First, Define Your Personal Mission and Vision
Those who’ve been blessed with wealth want to make a difference, but too often busy lives and careers leave them making last-minute, tax-driven donations at...
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Time, Talent, and Treasure: Why You Need a Plan for Giving in Retirement
For many of you, the end of the year means a last-minute rush of giving to charities you support. That rush often leaves you saying,...
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