Insights from financial experts so you can stay informed.

- November 14, 2023

Rounding Out Financial Stewardship with Generosity Planning

Financial planners should help clients steward their resources, which means preserving and increasing their assets, as well as giving them away. This is a

- November 2, 2023

Q3 Market Review: A Long-Term Lens on Short-Term Events

Another quarter has come to an end as we head to finish out the rest of 2023. As always, we review the market changes

- October 19, 2023

Introducing the 49 Financial Generosity Team

Hello! I’m thrilled to introduce you to the 49 Financial Generosity Team, an essential department within 49 Financial, a financial planning firm headquartered in

- September 29, 2023

Essential Retirement Considerations: Answering the Key Questions for a Secure Future

Recently, someone asked me what questions I hear most from people getting ready to retire. I recited the usual list of concerns that I

- August 28, 2023

Strategic Planning for Long-Term Success in the Face of Short-Term Market Changes

As part of our quarterly review, we analyze the market changes that occurred, understanding that during this period, there may be both positive and

- December 7, 2022

Taxes 101

  In November of 1789, Benjamin Franklin wrote to a friend to inquire about his health and give a brief update on his life.