The Opposite of Spoiled

The Opposite of Spoiled

Our holiday reading list includes a gem about raising generous children. The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by New York Times financial columnist Rob Lieber takes the sting out of talking to kids about money. Lieber...
Social Security Changes

Social Security Changes

Social Security changes may affect us all. Are you discussing these changes? At a recent seminar for professional advisors hosted by the Community Foundation, Stephanie Curry, from Pacific Life, presented an overview of Social Security which knocked the socks off our...
Advising Literacy

Advising Literacy

Get ready for National Financial Literacy Month (April 2016). Elite Advisors have a unique opportunity to improve financial literacy and awareness and thereby increase the quality of life of clients, friends, and family. The Financial Awareness Foundation (FAF), a...
Big Impact

Big Impact

Melissa Kelley, Co-founder of Impact 100 Redwood Circle is just about to lead more than 125 members through the process of making a $100,000 impact grant. This is a phenomenal accomplishment considering the new giving circle began earlier this year. Melissa was...