Estate Planning Q&A Session
Posted by Financial Strategies Group in Estate Planning, Giving MoreWe are thrilled to share our recent Meet the Professional’s Q&A session.
Resources
May 2024 Newsletter
Posted by Financial Strategies Group in NewslettersDiscussing the Crucial Role of a Trusted Decision Maker As our population ages, the importance of elder care becomes increasingly evident. It’s a stage of life that requires careful attention, compassion, and often, significant decision-making. However, there may come a time when individuals are no…
April 2024 Newsletter
Posted by Financial Strategies Group in NewslettersHow to Embrace Spring Cleaning There is a sense of renewal and possibility that comes with the arrival of spring. Now is the ideal moment to shake off both literal and metaphorical cobwebs and embark on a refreshing journey through the cherished tradition of spring…
March 2024 Newsletter
Posted by Financial Strategies Group in NewslettersKey Provisions of the Secure ACT 2.0 We are one year into SECURE Act 2.0 (Act or 2.0), passed at the end of December 2022, and the opportunities and confusion continues. With more than 90 provisions that are being phased in over the next 10…
February 2024 Newsletter
Posted by Financial Strategies Group in NewslettersWe are thrilled to be able to highlight our ParaPlanner, Matt Thomson in this month’s newsletter. From his initial days with us to the present moment, Matt been consistently demonstrating dedication, innovation, and a passion for his work. During our sit-down conversation with Matt, he…
January 2024 Newsletter
Posted by Financial Strategies Group in NewslettersLPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of its key highlights today. In…
November 2023
Posted by Financial Strategies Group in NewslettersFinding gratitude and allowing ourselves to really enjoy it can feel especially hard when the world around us feels so heavy. The small things start to feel like they shouldn’t matter so much, and it can be hard to appreciate the day-to-day when we feel…
Some Life Lessons From Byron Wien
Posted by Financial Strategies Group in Blog PostsWe wanted to share a recent letter that Blackstone sent out in memory of the “Wall Street Seer” and very much beloved Byron Wien. He had so many life lessons to share with us all and it’s by sharing stories and life lessons like these…
October 2023
Posted by Financial Strategies Group in NewslettersOur October newsletter features a letter from Kim in honor of National Breast Cancer Awareness Month. “In light of this month being Breast Cancer Awareness Month, I wanted to share my experience with the hope that I might help one person, nudge one friend, or…
September 2023- Join us in ur 2023 fundraising efforts to #EndALZ
Posted by Financial Strategies Group in NewslettersIt’s that time of year again. Please join us in our 2023 fundraising efforts to End ALZ. Whether you’ve been with us through the years and have had the personal experience of seeing our fundraising goals increase year after year, or it’s your first year…