What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule
December 13, 2023 – Principal and Managing Director, Mallon FitzPatrick, CFP®, CLU® was featured in Barron’s to discuss ‘What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule.’ “The 4% rule answers a specific question, which is how much can I take from an account or set of accounts without depleting them over a […]
Chris Knapp on Financial Planning Podcast
December 1, 2023 – Principal and Managing Director, Christopher L. Knapp appeared on Financial Planning podcast to discuss ‘How to have more impactful ESG conversations with clients.’ “If you go into a room of people and start talking about going green or going sustainable, too often what you’re going to see is people will tune you out, thinking that […]
2023 End of Year Wealth Planning Webinar
October 19, 2023 – Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
Planning for Retirement AFTER You Have a Plan
By Karen McClintock, CFA May 7, 2023 – We all know the peace of mind a solid financial plan provides. And we’ve all heard about the need to carry friendships and hobbies into retirement while keeping active. People should start focusing on relationships and developing a sense of purpose that transcends work in midlife since […]
Women Can Find New Voice as Rising Power Donors With a ‘DAF’
By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 – Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development officer from a board had received a bizarre call, possibly a hoax, last year from someone […]