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For many people, the holiday season is when you enjoy family and friends and give a little back to those in need. Charitable giving is its highest during the holiday months. While many legitimate charities are out there looking for support, there are also scammers looking to take advantage of the holiday goodwill. Not sure whether a charity you want to contribute to is on the up-and-up? Below are a few steps you may take to see if the charity is fraudulent.

Thanksgiving is a holiday for spending time with loved ones, being grateful, and perhaps enjoying a bit of overindulgence. There are many financial lessons to be had in planning, preparing, and celebrating this annual feast.1 Here are four Thanksgiving lessons that might help your household's financial plan year-round.

Financial enmeshment bias occurs when the finances of parents and children are inappropriately commingled. This tends to happen most often with adult children. As parents, our natural inclination is to help our kids, but it’s crucial to understand the fine line between lending a hand and enabling dependency. I’ve been thinking about this more and more as my girls get older. Especially with Ella being so close to getting her driver’s license. If she can drive, how much should she pay for things like gas, insurance, and car payments and how much should I pay? I want her to learn to become independent, but I also want to help her because she works hard at school and cheer and doesn’t have a ton of free time to work a lot of hours.

Businesses generally are illiquid, which can create problems if a business owner requires care in a long-term care facility. LTC is ongoing care in a care facility, nursing home, or at home for those unable to perform a certain number of activities of daily living (ADL) without assistance. ADLs include eating, bathing, dressing, toileting, transferring in and out of bed, continence, or when physical, mental, or cognitive function is impaired or a doctor has ordered specific care.

Between the excitement of Thanksgiving’s delicious feast and the hustle and bustle of the impending holiday season, the month of November often goes by in the blink of an eye. However, even just one simple act a day will help you to stay grateful throughout the month. In need of a little inspiration? Use this checklist of ideas.

I have always known I wanted a career in the financial services industry, ever since I graduated from Case Western Reserve. The advice I received early on was to join a large firm and gain as much knowledge as possible, and I followed that path for 23 years. However, as I reached this point in my career, I felt a strong desire to leverage the knowledge I had gained to create something of my own. I wanted to establish a practice where I could focus my time on serving clients

If you own your own business or if you’re thinking about starting your own business, and you’re like me, coming from the corporate world, you may not be aware of how many options are available to you to save for retirement. Since each plan has different advantages and disadvantages, depending on your situation, I wanted to do a shallow dive to explore retirement vehicles tailored to business owners to empower you to make informed choices to maximize your retirement savings.

Halloween is full of fun, scares, and a little bit of mystery. But what few people may realize is that the holiday that is now represented by candy, costumes, and the occasional mischief, has evolved drastically over time with multiple cultures adding a little bit to create the holiday that is now widely celebrated across the country. Below is a little history on one of the most favorite holidays to shed some light on its mysterious past.

Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and strategies for staying at the top of the leaderboard in a wholly unpredictable sport. One day you are winning, everything is going great, and the next, you are in a slump, wondering if you will ever get out of it.

For the first time in 12 years, my kids asked if they could trick-or-treat with their friends instead of with me. Let’s pause for a moment to allow this devastating question to sink in... Okay, so technically only Ella asked, but that led to Seren deserting me as well. It is time to come to terms with the fact that they don’t want to hang out with me anymore. I am no longer fun.