The stakeholder-centric lens is an important innovation to the capitalist structure. It is also an important counterpoint to the shareholder-centric profit concerns that dominate the early development stages of the technical innovations that drive economic growth.
Protecting yourself against identity theft and other common scams can be daunting. Identifying ways to stay safe in the digital age can help prevent online threats from becoming a reality.
Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.
A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.
Being power of attorney for someone is a fiduciary responsibility, and it’s not one we should agree to lightly. We agree to serve because it means taking care of someone we love when they can no longer care for themselves.
Naming a good power of attorney and sharing your wishes, values, and financials with them will ease the transition into sharing control of critical aspects of your life and provide peace of mind.
At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.
For employees with access to a pension plan, there is a choice between managing their own pension assets for maximum flexibility or delegating responsibility to their employer for maximum certainty.
Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.
Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.
Addressing our mortality, and the gradual lack of capacity that often precedes it doesn't rank on our favorite things to do. Starting conversations early paves the way for specific problem solving when issues arise and can create peace of mind.
A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.