Wish not so much to live long as to live well.-Benjamin Franklin
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Live Well
What It Means To Live Well
Travel? Education? The finer things? Planning makes living well a reality, whatever you want that to be.
As you consider what living well means for you, your family and your business, here is a collection of resources to help with your reflections.
Give
Would giving through a private foundation fit your idea of living well? Many of our clients are charitably inclined, and could benefit from starting a private foundation. Once requiring millions of dollars of initial funding, foundations can now be established and effectively managed at levels as low as $100,000. A foundation is a great way to plan family giving and to integrate the 'next generation' in financial and charitable decisions.
Educate
Is comfortably paying for college a part of your goal of living well? 529 plans are a great way to plan for college expenses. Resource Planning Group manages 529 plan assets via American Funds. We work with you to determine funding amounts and manage the ongoing investments.
Travel
Ah, travel. Are journeys to faraway places an essential part of you living well? Daydream with Dream Trippers then talk to us about how to build travel into your financial plan.
Employee Benefits
Resource Planning Group provides our clients with comprehensive guidance on their employee benefits, including retirement account investment selection, medical benefits, fringe benefits, etc. We would also be pleased to manage the investments in your company’s retirement plan for you and assist you with offering financial planning to your employees. Entrepreneurs and business owners, your employees will love this.
