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More Than Money: Financial Advisors Shift to Life Coaching as Americans Redefine Wealth

Will financial advisors replace therapists in the coming years as Americans seek guidance on how to lead more fulfilling lives? eMoney reports that in 2022, 46% of advisors now offer

United statesJustin castelliBrenna baucumChris kimmetC garrett mooreBriank petersonChris wardTim maurerKinder institute of life planningFinancial transitionist instituteUs bureau of statisticsKinder institute registered life plannerEndurance financial groupEndurance financialBrian plainMoore financial

Charitable Giving Surges as Donor-Advised Funds Gain Appeal for Tax Advantages and Flexibility

Despite economic pressures weighing on Americans, charitable giving remains robust. According to a recent report by Fidelity Charitable, the organization issued nearly $12 billion in grants through its donor-advised fund

Overland parkUnited statesBrenna baucumCody murrayKeith corbettAmy pirozzoloBrian behlKevin christensenFunds take center stageLymphoma societyFidelity investments charitable gift fundFidelity charitableInvestments charitable gift fundSchwab charitableCollective wealthBluebird wealth

Here are some big money blind spots you need to avoid, advisors say

Here are some important aspects of personal finance you may be overlooking.

United statesBarry glassmanTed jenkinUncle samConsumer financial protection bureauGlassman wealth servicesDigital financial advisor councilSouthern californiaKamila elliottCollective wealth partnersConsumer financial protectionGlassman wealthCollective wealth

Why gray divorce is a significant financial risk for women

Americans age 50 and older are divorcing at much higher rates, and women are financially vulnerable.

Cornell universityNew yorkUnited statesNatalie colleySusan brownAlicia eadsLaura tachBowling green state universityAdvisor councilUniversity of torontoI fen linKamila elliottCollective wealth partnersSocial securityCollective wealthSocial issues

Raffensperger Hosts Webinar One-Stop Shop: SOS Licensing, Corporations, Securities/Charities

Raffensperger Hosts Webinar One-Stop Shop: SOS Licensing, Corporations, Securities/Charities
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United statesNoula zaharisAnikam walkerWanda jaffeBrad raffenspergerSecurities charitiesSecurities charities divisionCorporations divisionSecurities divisionLicensing divisionStop shopCharities divisionDivision directorsState brad raffenspergerShe leadsGeorgia secretary