Creating a bucket list can be a great way to visualize your long-term money goals and -- more importantly -- start checking them off. But as the science linking giving to happiness grows stronger many people have started creating charitable bucket lists that can help...
![Give Experiences This Holiday Season [not stuff]](https://anthemwealthadvisors.com/wp-content/uploads/sites/25/sites/37/2023/03/family-beach.png)
"Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually YES! on Christmas morning or at a holiday party when we unwrap our presents and watch others enjoy their gifts as well. But once the New Year rolls around many of those gifts are...
Long-Term Care is one of the most frequently overlooked areas of a financial plan. To start a conversation, we have gathered some popular questions to reflect on. General Advice is not personal advice. We recommend contacting your financial professional to follow up...
When you bought the diamond ring to propose to your wife, did you buy the first ring you saw? Or did you shop around until you found the highest quality diamond for the best price from a trustworthy jeweler? Even if you cannot say yes to the second question, you...
As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with settling their estates. There’s no...
Traditional investing asks, “How can I get the most profit from my investments?” Values-Based Investing, or VBI, adds to this question by also asking, “How can I make the world a better place?”
