The perfect Christmas morning breakfast, paired with a delicious cup of coffee!
Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.
You Might Be Able to Save Even More in Your 401k Starting in 2025
Gratitude: The Foundation of Prosperity
In the hustle and bustle of daily life, it’s easy to overlook the power of gratitude. Many of us equate prosperity with financial success, but true prosperity encompasses much more—emotional well-being, strong relationships, a fulfilling career, and a sense of purpose. Interestingly, gratitude can act as a catalyst for achieving all these facets of prosperity.
Taking Care of a Non-Spouse Partner: Essential Steps to Take
Joy and Money
In 2002, I published my book, "The Intersection of Joy and Money," where I discussed the 5 truths of money, including the idea that money is energy. Back then, I advocated for socially responsible investing, which has since evolved into what we now call ESG (Environmental, Social, Governance) investing. At that time, less than 1% of global assets were invested in ESG funds. Fast forward to 2020, and that number has skyrocketed to 35.9%!
Third Quarter Global Prosperity Report
In today's rapidly changing financial landscape, staying informed is more crucial than ever. John’s latest economic update dives into the key trends and insights shaping the markets in the 3rd quarter of 2024. Whether you're a seasoned investor, business owner or just curious about the economy's direction, this analysis provides the essential information to keep you ahead of the curve.
