Make the Most of Your Tax Write-Offs for Giving Tuesday

On Giving Tuesday¹—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim your tax bills, end-of-year philanthropy is a good cause and a smart idea. Here are some tips and tricks for managing your deductions and charitable purposes [...]

By |2024-11-13T10:54:47-06:00December 3rd, 2024|OnPath Thought Leadership, The Founders Group|0 Comments

The Early Bird Advantage: Why Timely Year-End Planning is Essential

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and office parties, and it’s easy to let financial planning slip through the cracks at the very moment when it may have the greatest impact. Here are [...]

By |2024-10-16T15:53:55-05:00November 19th, 2024|OnPath Thought Leadership, The Founders Group|0 Comments

Fortifying Your Business: Asset Protection Essentials for Women Entrepreneurs

Asset protection is a crucial aspect of entrepreneurship that women entrepreneurs must be aware of, regardless of the industry in which they operate. In our current economic climate, where lawsuits and creditor claims are becoming increasingly common, creating a barrier to personal and business assets is vital. Asset protection involves working with financial and legal [...]

By |2024-09-17T14:57:56-05:00October 24th, 2024|OnPath Thought Leadership, The Founders Group|0 Comments

Life Insurance Considerations for Every Stage of Life

As we go through various stages of life, our insurance needs may vary significantly. Here’s a breakdown of the different stages: Early Adulthood (20s and 30s) Considerations: Affordability. Life insurance will be less expensive if an individual is young and healthy. Consider securing a low premium with term life insurance. Debt Protection. If you have [...]

By |2024-09-25T15:29:59-05:00September 24th, 2024|OnPath Thought Leadership, The Founders Group|0 Comments

Life Insurance Simplified: Understanding the Fundamentals

Shopping for a life insurance policy doesn’t have to be confusing and overwhelming. If you take some time to understand the basics and how it works, you can better determine the coverage that may be beneficial for you and your family’s needs. What is life insurance? When life insurance is purchased, a legally binding contract [...]

By |2024-09-26T11:27:01-05:00September 10th, 2024|OnPath Thought Leadership, The Founders Group|0 Comments

Building a Strong Financial Future: Tackling Common Financial Planning Challenges for Women

According to recent research by Fidelity, women are more likely than men to stay the course and wait out market volatility when it occurs.1 But while this steadiness may help women avoid locking in losses by panic selling, this research also revealed some special challenges for women. Read on to learn more about the most [...]

From Piggy Banks to Bank Accounts: Parental Financial Advice for College-Bound Students

Although many teens are loath to admit it, they rely heavily on advice from trusted adults in their lives—especially their parents. As these teens begin moving out and heading to college, it becomes even more important to set them on a good financial path. Below are seven key pieces of advice every college student should [...]

Perspectives on Market Volatility

Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the past nine, was quickly forgotten as the beginning of August greeted us with a selloff. The primary catalyst was August 2’s weaker-than-expected employment report, which ignited concern that the U.S. economy could tip into recession. [...]

Parents, Don’t Get Schooled by Inflation: 5 Smart Strategies for Back-to-School Shopping

Although inflation is down from an all-time high, people are still pinching their family wallets—especially when it comes to back-to-school shopping.1 Whether you're buying for one student or several (or even for yourself), you may benefit from the following five back-to-school shopping strategies to help you save money. Create a Budget and Stick to It [...]

Crafting a Caregiving Strategy for Affluent Families

More than 100 million American adults currently care for a parent or other elderly relative in their home.1 These arrangements are often more by necessity than choice, as paying for outside caregivers or a long-term care facility can cost thousands or even tens of thousands of dollars a month. For many families, taking on this [...]

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