- February 8, 2024

Our Head of Generosity Shares Tax-Saving Strategies for Nonprofits and their Donors

In the spirit of giving back and empowering nonprofits and donors alike, we are thrilled to announce that our Head of Generosity, Justin Lopez,

- January 11, 2024

The 2023 Financial Roller Coaster

If you have teenagers, you have undoubtedly experienced the joy of a roller coaster ride. If you are anything like me, the actual joy

- December 12, 2023

The Shadow of Comparison: How Comparing Ourselves Diminishes Generosity

In the age of social media, where curated snapshots of seemingly perfect lives are a click away, the human tendency to compare ourselves to

- 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.

- December 1, 2022

RCU: What Report Cards Teach Us About Retirement

Recently, I was helping one of my kids clean out their room. In one of their drawers were some old report cards. Looking at