As wealth grows, so does the desire to increase charitable contributions – and leave a legacy of generosity. Involving your family in such a noble effort can bring even greater joy. It’s a heartwarming feeling when you pass down your value of helping others, to live on long after you’re gone.
Join all of us at Aspire Wealth Group in congratulating Jason for being named to the 2025 Raymond James Chairman’s Council!
How in the world is it almost Thanksgiving?! When my wife and I were expecting our first child, everyone told us how quickly time would fly, but I never imagined THIS fast. Our son, Louie, was born in April this year and quickly made me feel just as naive as he is.
When it comes to giving back to the community or supporting a cause, it's essential to do your due diligence before donating to any organization. With so many nonprofits and charities out there, it can feel overwhelming to decide where to allocate your hard-earned resources. Before you make a donation, consider these ten questions to ensure your contribution will have a meaningful impact.
The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life.
Family coach and author Roy Williams surveyed more than 3,000 families and found that over 90% of family wealth transfers fail by the end of the third generation. But in this context, what does “fail” really mean?
The uses for artificial intelligence (AI) are seemingly endless. AI can anticipate the next song we’d like to hear, break down advanced concepts into easy-to-understand terms and help companies operate more efficiently with automated processes. But it can also be used to support unethical behavior or illegal practices, like cheating in school or committing outright fraud – especially generative AI, which can create new content like text and images through deep learning to gain access to money or sensitive data.
The Social Security Administration has announced a cost-of-living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income benefits. Nearly 68 million Americans will see the 2.5% increase in their payments beginning in January 2025.
Inside this digital issue, you’ll find the latest news and updates from our team, explore exciting places for fall adventures, and read insightful articles. Discover how we're making a positive difference in the communities we serve. And be sure to try the delicious recipe for pumpkin muffins with maple cream filling!
Managing debt can feel overwhelming, but it’s a crucial step towards financial stability. Whether it’s credit card debt, student loans, or a mortgage, understanding how to handle your obligations can make a significant difference in your financial health.
