When we think about wealth, our minds often wander to figures on a balance sheet or meetings with financial professionals. However, true wealth
The Transformative Power of Family Meetings in Wealth Planning
Wealth is often viewed through a narrow lens, defined by financial assets and material success. But true wealth reaches far beyond numbers; it
The Importance of Generational Wealth: A Holistic Approach
The concept of generational wealth is evolving. In the past, it was often associated with “old money” or “trust-fund families.” Today, with rising
Clear the Clutter, Spread the Kindness: Join Our Shredding Event & Support Local Families
Magellan Financial Inc., in partnership with the Junior League of the Lehigh Valley, is excited to invite you to our upcoming community shredding
Refocus Your Wealth, Part IV: Investment Planning Builds the Confidence to Flourish
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
Refocus Your Wealth, Part III: Goal Setting to Design Your Wealth
In the first post of our Refocus Your Wealth series, we redefined Wealth as something more expansive than money: a life of flourishing. In the second,