Planning that Matters™ Blog

If you're planning to travel soon, then understanding the current travel market will prove helpful. Here is a quick breakdown of the travel industry's condition.

Contributing to a charity can be a way to help others and lower your tax bills. Here, we review several giving strategies for 2021.

May 2021 came something of a shock, when the Consumer Price Index increased 5% year over year, the largest increase since 2008. How should investors prepare?

As you’re building your business, remember to build your personal wealth along the way. Having the right plan will help you achieve your goals.

Are you a baseball fan? In this blog find out 4 Lessons from Baseball that will apply to your own financial journey.

Explore 5 Benefits of Financial Planning that can help enrich your quality of life.