Charitable gifting through foundations, DAFs, and endowments isn’t just about writing a check—it’s about creating something lasting.

Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy. In this podcast, creator, and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz, explores the important and often complex topic of senior living.

Make the Most of the Year-End. The end of the year is a busy time, but it’s also an opportunity to set the stage for a financially secure future.

In this podcast, we dive into the numbers, address recent market movements, and explain why a long-term perspective remains essential. Multiple market all-time highs year to date. What now?

Mortgages are a critical piece of an individual’s overall financial strategy. In this podcast, Mike Nesheim hosts mortgage consultant Tyler Wiltse to discuss interest rate trends, refinancing, and more.

Stock quote: “What is written clearly is not worth much, it’s the ambiguity that counts.” Well Balanced Vol. 33 is a round-up of topics to help you get today right.  

Medicare annual enrollment is underway through Dec. 7, and millions of individuals may find picking a plan is much harder this year than in the past.