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Q1 2022

Quote:

“There’s magic in breaking down big, hard, scary goals into attainable pieces.  ‘What’s the next smallest thing I can do?’  That’s the question you’re trying to answer.” 

– Carl Richards, author of The Behavior Gap 

Book

As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, you’re likely on a constant pursuit of excellence.  This new book by Ryan Hawk compiles great stories, scientific evidence, and practical application of ways that we can all pursue our own version of excellence in life.  I highly recommend reading, listening, or gifting it to someone who comes to mind. 


Story

When my father-in-law recently began substitute teaching, my family was a bit nervous for him… Until he received a letter one day from a 7th grade Math Class.  Read the full story here.

Article

The War in Ukraine has inspired increased charitable giving from around the globe.

Whether you’re feeling inclined to donate to these humanitarian efforts, or support a separate cause, it never hurts to assess the tax implications of your donation.  There are ways to optimize the financial benefits of giving to certain organizations.  This article and the following tool might be useful to ensure you’re giving to a qualified organization that allows you to utilize certain tax-efficient strategies. 

Reach out if you have any questions.

Tax-Deductible Ways Of Giving For Ukraine (forbes.com) / Results for Tax Exempt Organization Search (irs.gov)


Video


This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.

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Q4 2021

A few things that we’re celebrating, reading, listening to, and thinking about.

Something to smile about

Great news! Olivia is expecting a baby girl in February 2022. 

We’re so excited for Olivia, Scott, Marlo, Tucker and their growing family. 

Don’t worry- we’ve already discussed 529 plans with her!

Something to listen to

Episode #438 on The Learning Leader Show with Ryan Hawk: Jay Williams – How To Reinvent Yourself (Life Is Not An Accident)

Jay Williams won the College Basketball Player of the Year award and a National Championship with Duke University before being selected by the Chicago Bulls in the 2002 NBA draft.   

After a life-threatening motorcycle accident cut his basketball playing career short, Jay now works as a basketball analyst for ESPN, hosts a radio show, and is actively involved as an investor in the business world.  Ryan and Jay discuss leadership, self-reflection, and living with purpose.  There are many important life lessons that we can all relate to and apply to our own lives.   

Something to read

Are you already living well in retirement?  If you’re preparing for a transition to retirement, are you wondering what it takes to live a fulfilled, comfortable, and happy life? MIT AgeLab has identified three simple questions that assess how people live well in retirement.  Some may surprise you, but there’s a purpose behind all three. 

Quality of life in retirement – Hartford Funds 

Something to consider


This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.

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Q3 2021

by Kevin Janiec CFP®, MBA

Team Vibes: Summertime fun

Whether you travel somewhere exciting or make your own fun at home, July is a great month to spend quality time with friends and family…So our team did exactly that!

Must See Vibes

Golden Girl: Relive the moment that Lydia Jacoby wins gold as her friends and family cheer her on from Alaska.

Kindness makes a comeback: Ted Lasso Season 2 returned to Apple TV+ on July 23.  If you haven’t watched Season 1, I recommend this light-hearted show that portrays the power of kindness, humor, and optimism.

What it means to be rich: Ben Carlson, who writes the blog “A Wealth of Common Sense” on wealth management, investments, financial markets and investor psychology shares what being “rich” means to him…and it’s a good reminder for all of us.

The kind of support we all need: We’ve all been the kid in this video.  Can we challenge ourselves to live every day like the crowd at the pool?

Bonus Vibes: Book Recommendation

Former Sixers and New Jersey Devils CEO, Scott O’Neill, shares his story and life lessons about staying present as a parent, friend, coach, and leader.  Be Where Your Feet Are made me pause and reflect about how I’m staying present and grounded.


This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.