Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the [...]

By |2022-12-07T15:33:52-06:00December 7th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

Give the Gift of a Lifetime

If you ask someone their favorite part of the holiday season, giving or receiving gifts will likely be their response nine times out of ten. Gift-giving is a huge part of the holidays—it’s why there are entire days dedicated to shopping leading up to the season. However, it’s no secret that the “stuff” we buy [...]

By |2022-12-01T10:38:09-06:00December 6th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

The 12 Days of Year-End Planning

Things to Consider Going into “The New Year" (Year-End Planning Checklist)   The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over twelve days, focusing on one [...]

By |2022-12-01T10:35:03-06:00December 1st, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

Make a Positive Impact This Giving Tuesday With Impact Investing 

While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged to use the day to support charities and social causes, along with encouraging others to be generous by offering to match donations. This type of impact investing provides the best [...]

By |2022-10-28T14:57:43-05:00November 27th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

An Extra Helping of Helpful Budgeting Tips for Black Friday

Black Friday is sometimes the largest shopping holiday of the entire year. Millions of people typically shop in stores or online on Black Friday to score the top deals on must-have holiday gifts. While it may be easy to become overwhelmed by Black Friday deals, it is always helpful to practice good budgeting to keep [...]

By |2022-10-28T14:54:24-05:00November 19th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

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- Generational wealth transfer may become more important when an event occurs, [...]

By |2022-10-28T14:52:24-05:00November 14th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

3 Tax Strategies to Consider at Year-End  

With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve your assets into the future. Don't wait to make these adjustments. Check out some of the tax strategies below and then reach out to your financial professional now so [...]

By |2022-10-28T14:49:01-05:00November 7th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

5 Ways to Boost Your Business for Small Business Saturday

Shoppers spend nearly $20 billion every year on Small Business Saturday.1  If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday in November, and a few days before Cyber Monday. American Express created the Small Business Sunday campaign in 2010 as a way to promote the [...]

By |2022-10-28T14:45:01-05:00November 1st, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

6 Important Components of Estate Planning

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not.  According to a 2021 poll by Gallup, less than half of U.S. adults (46%) have a will that dictates what happens to their assets when they die. This statistic [...]

By |2022-10-26T14:34:54-05:00October 26th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

8 Things Financial Planning Can Help You Address

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them. One of the most significant benefits of financial planning is that it gives you the confidence to stay [...]

By |2022-10-26T14:27:49-05:00October 26th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments
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