Insights Archives - Page 2 of 5

Four Pillar Friday

Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.

Every investor has heard at least one “rule of thumb” that sounds too simple—or too ominous—to be true. Some of these “tried and tested” maxims come from decades of market folklore; others are simply repeated so often they start to feel like fact. In this post, we’ll debunk six common investing myths using historical data and a long-term perspective.

Insights

Rethinking Education for Fulfillment and Financial Well-Being

Insights / Adam Bruderly

If we want to set the next generation up for success, we need to go beyond achievement and income. We need to help them invest in their strengths, align their financial choices with their values, and build lives of purpose, impact, and fulfillment.

Insights

Four Pillar Friday

Insights / Michael Baker

Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.

Insights

The Generosity Gap: Balancing Support and Independence in Families

Insights / Adam Bruderly

When approached thoughtfully, wealth can be a catalyst for growth and opportunity rather than a source of conflict. Families that prioritize clear communication, shared values, and personal accountability are better positioned to navigate the challenges of the generosity gap.

Insights

Maximizing Your Cleveland Clinic Retirement Benefits: What You Need to Know

Insights / Michael Baker

Working at Cleveland Clinic comes with a variety of financial perks—chief among them are the retirement plans that can help you build long-term wealth. Understanding how to leverage each plan fully can feel overwhelming. Below, we break down the key features of the 401(a), 403(b), and 457(b) plans, plus the Equity Accumulation (EA) program. We’ll also explain how to implement a “mega backdoor Roth” strategy within the 403(b), so you can take your retirement savings to the next level.