High-Net-Worth Individuals and the Benefits of Philanthropy

by Eric Lawton

Blog

High-net-worth (HNW) individuals have investable assets of a million dollars or more. Their substantial monetary resources often put them in a position to contribute monetarily...

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Apps for Rx: The Potential Health Benefits of Digital Therapeutics

by Eric Lawton

Blog

Key Takeaways: Digital therapeutics are a new software-enabled method of care delivery. Physicians are prescribing apps for their patients, although many are available over the...

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Six Big In-Retirement Money Mistakes—and How To Avoid Them

by Eric Lawton

Blog

Key Takeaways: Monitoring cash flow and other metrics can help you avoid overspending and underspending. Run the numbers on withdrawal strategies to find one that...

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Three Fears That Keep the Super Rich Up at Night

by Eric Lawton

Blog

Key Takeaways: Concierge medicine is increasingly available to help address key health concerns. A combination of financial and personal solutions may help families deal with...

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Entrepreneurs Should Consider Mastermind Groups. Here’s Why.

by Eric Lawton

Blog

Key Takeaways: Mastermind groups can enable many entrepreneurs to become more successful much faster than they would have otherwise. Operational benefits include new business opportunities...

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Understanding Bond Yields and the Yield Curve

by Eric Lawton

Blog, bonds

When it comes to investing in bonds, one of the first factors to consider is yield. But what exactly is "yield?" The answer depends on...

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The Surprising Truth About Becoming Resilient

by Eric Lawton

Blog

Key Takeaways: Rugged individualism is overrated. Personal resilience depends as much on others as on us. Our environment shapes our physical and mental health. Resiliency—the...

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Six Big In-Retirement Money Mistakes—and How To Avoid Them

by Eric Lawton

Blog

Key Takeaways: Monitoring cash flow and other metrics can help you avoid overspending and underspending. Run the numbers on withdrawal strategies to find one that...

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Calculated Responses: One Key to Getting the Results You Want

by Eric Lawton

Blog

Key Takeaways: Highly successful people tend to think through their options and the consequences of various courses of action in order to arrive at the...

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A Financial Checklist for Life-Changing Events

by Eric Lawton

Blog

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect...

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5 Tips for Navigating Medicare in Retirement

by Eric Lawton

Blog

One of the main concerns about retirement is health care. As healthcare costs continue to rise, medical bills may quickly derail your retirement plan. The...

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An Essential Guide to Estate Planning Preparedness

by Eric Lawton

Blog

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate...

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