• Basics of Investing
  • Dealing with Everyday Money Matters
  • Developing Resiliency
  • Exploring Legacy

Category: Exploring Legacy

Giving through Random Acts of Kindness

Posted by Julie Rains  |  Exploring Legacy

Random acts of kindness can help you bring joy to others and discover joy for yourself. Learn to be intentional yet spontaneous with your generosity.

“Rock Retirement” Lessons on Life & Money Planning

Posted by Julie Rains  |  Exploring Legacy

In Rock Retirement, author Roger Whitney brings life into the planning process. Learn how financial planners have gotten it wrong and what to do now.

How to Lower Taxes by Taking a Qualified Charitable Distribution (QCD)

Posted by Julie Rains  |  Exploring Legacy

You can take a make a charitable gift from your IRA to satisfy your RMD, avoid taxes on the RMD, and keep your income below triggers for other taxes as long as you follow IRS rules. Learn more about the QCD and how it could work for the charitably-minded, tax-efficient, and cash-flow conscious.

What Financial Health Means to Me: Saving and Investing for Rainy Seasons

Posted by Julie Rains  |  Exploring Legacy

When I was a kid, my mom told me to save for a “rainy day.” As an adult, I realized that saving for a rainy day was only partly right. Instead, I should save for rainy days and invest for rainy seasons. Here’s what saving for rainy days and seasons looks like.

Donor-Advised Fund for Charitable Giving

Posted by Julie Rains  |  Exploring Legacy

I opened a donor-advised fund with Schwab Charitable to streamline my giving and snag tax benefits. Here’s what to know about these types of funds.

My Financial Goals for 2017

Posted by Julie Rains  |  Exploring Legacy

Here are my goals for 2017. See what I’m pursuing and get inspired.

What to Do with Company Stock

Posted by Julie Rains  |  Basics of Investing

Do you own company stock? Here are actions to take with your shares that may help you grow your wealth and impact.

Page 1 of 3123»

MEET JULIE

Welcome! I’m Julie. I’m a writer and investor sharing practical insights on building lasting wealth with purpose.

BOOK RECOMMENDATIONS

Growing Wealth: Essential Money Lessons from My Garden to Yours

Julie’s Book List for Money Management and Life

Short-Form Money Memoir: Grandma and the Cancelled Check

 

Courses

Executor’s Dashboard Course: Stay Organized from Day One

Coming Soon: The Executor’s First 30 Days: A Practical Course for New Executors

HDHP vs. PPO: Yearly Cost and Wealth Projection Spreadsheet

Social Security Retirement Benefits: When to Start Spreadsheet

For When You Need It: Key Financial Details (simple organizing tool)

INVESTING TOOLS




CONNECT ON SOCIAL

EXPLORE ARTICLES

  • Basics of Investing
  • Dealing with Everyday Money Matters
  • Developing Resiliency
  • Exploring Legacy

Terms of Use

Terms of Use for Investing to Thrive®, published by Hall and Rowe Media, LLC

Privacy Policy

Privacy Policy for Investing to Thrive®, published by Hall and Rowe Media, LLC

Copyright © Hall and Rowe Media, LLC 2026  |  Designed & Developed with    by LizTheresa.com
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie SettingsAccept
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT
Powered by CookieYes Logo