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The Lifeguard Wealth Blog

Publications, Insights & News




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Does Your Financial Plan Need Attention? Try This

Another spin on New Year’s resolutions? Now? Well, it turns out the topic is more appropriate than it initially might seem, given that most people have already abandoned the commitments they made to themselves when the calendar turned. One frequently cited figure is that some 80% of such promises to eat better, hit the gym, or write a screenplay fail by the middle of February.

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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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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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The Fear of Offending

We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in a bad relationship, keep you from making sound financial and investment decisions, etc.

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The Trouble with Convenience

Young professionals beginning to accumulate wealth have grown up alongside some stunning advances in personal technology. Many such emerging investors were among the first generation for which computers in the classroom became a fixture, and they remember dialup internet.

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