Cassandra Queen, Senior Wealth Planner

Creating a Vision for Family Philanthropy: Beyond Wealth to Meaningful Impact

In the journey of family wealth planning, one vital thread that increasingly emerges is a family’s charitable intentions. As you thoughtfully shape

When we think about wealth, our minds often wander to figures on a balance sheet or meetings with financial professionals. However, true wealth

Wealth is often viewed through a narrow lens, defined by financial assets and material success. But true wealth reaches far beyond numbers; it

The concept of generational wealth is evolving. In the past, it was often associated with “old money” or “trust-fund families.” Today, with rising

Magellan Financial Inc., in partnership with the Junior League of the Lehigh Valley, is excited to invite you to our upcoming community shredding

Wealth isn’t just about money. It’s about building a life full of meaning, freedom, and joy. Throughout our Refocus Your Wealth series, we’ve