How Can You Use Your Wealth to Benefit Your Community, or Even the World?  Get in touch with our team At the end of January, I traveled to Thailand for a leadership development and humani ...

Are You Living with Intention? Get in touch with our team At Moxie, our focus is to help our clients live a life of intention. To us, this means living a better-balanced life full of meaning ...

Philanthropy: Should You Start Your Own Foundation? Get in touch with our team According to an often-repeated proverb, the meaning of life is found in “planting trees under whose shade you do ...

There’s no rule of thumb on the right time to mention your estate plan to your children. In fact, most parents prefer to keep matters about their last wishes private. In addition, parents may shy away ...

What Are Bonds? A Bonds 101 Crash Course Get in touch with our team When most people think about investing, stocks are the first thing to come to mind. However, bonds are also part of many ...

What Is Lifestyle Creep – and Why Should You Avoid It? Get in touch with our team Have you ever found yourself slowly but surely upgrading your lifestyle after receiving a boost in income? T ...

Building Your New Sense of Purpose After Leaving Your Career Get in touch with our team No matter how much time you spend preparing for retirement, knowing what to expect when you stop workin ...

Steps to Take Before Investing in a Second (or Third) Home Get in touch with our team Many of our clients inquire with our team prior to buying a second (or third!) home. It can be a riskier ...

What are my old 401(k) options? Get in touch with our team So, what happens with my old 401(k)? You’ve changed jobs and left behind a sum of money. What can you do with it? There are four op ...

Understanding Long-Term Incentives Get in touch with our team Many companies supplement their employees’ base pay with additional Long-Term Incentive Programs (LTIPs). Long-term incentives re ...