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The Lifeguard Wealth Blog

Publications, Insights & News




Finding and Supporting Your Passion Thumbnail

Finding and Supporting Your Passion

Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors and volunteers. The opportunities to support a nonprofit can seem endless and overwhelming.

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Living a Life Worthy of a Legacy at Any Age Thumbnail

Living a Life Worthy of a Legacy at Any Age

Estate planning is one of the most technical—and terrifying—topics in the broad practice of wealth management. It exists at the intersection of quantitative logic and qualitative feelings, and it evokes the types of emotions that we instinctively avoid. Anxiety, fear, loss, sadness, hopelessness.

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How to Craft a More Fulfilling Vacation Thumbnail

How to Craft a More Fulfilling Vacation

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable giving—start coming into sharper focus.

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