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Google Business NewsFeb 10, 2026
Dan Osborn cancels fundraiser after co-host's Epstein link surfaces - Politico
Dan Osborn cancels fundraiser after co-host's Epstein link surfaces  PoliticoPolitico: former Tim Johnson adviser named in Epstein files  South Dakota War CollegeSenate candidate scraps glitzy fundraiser as Democratic megadonor is flagged in Epstein files  Daily Mail

Yahoo BusinessFeb 10, 2026
Apollo, xAI near $3.4 billion deal to fund AI chips, The Information reports


Yahoo BusinessFeb 10, 2026
Wells Fargo refuses to refund $28K tax payment after thieves steal Bay Area homeowners' check. Here's the bank's reason


USA Today MoneyAug 22, 2023
Over 22,000 targeted by Ameritech Financial student loan forgiveness scam to get refunds
Ameritech Financial scammed 22,562 students and made millions. The DOJ and FTC are working to get them refunds.     

KiplingerSep 10, 2022
Creating a Values-Based Financial Plan
Personal values play an important role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances. More and more investors are asking how they can support the causes they care about through their financial decision-making.

SEE MORE Kiplinger ESG 20: Our Favorite Picks for ESG Investors Charles Schwab's latest Modern Wealth Survey found that 69% of Americans say that supporting causes they care most about is a top consideration when it comes to their financial decisions. If you count yourself among them, consider starting with a financial plan to ensure you stay on track toward your long-term goals while also staying true to your personal values.

Define your saving and spending goals The best way to start is by translating your dreams into concrete financial goals. Identify your most important goals and commit to saving toward each. Write things down so you can build confidence, stay focused and refine your plan over time while prioritizing both your own financial wellness and the greater good.

For example, we recently had a client looking for ways to maximize her charitable donations with a limited budget. After pinpointing the causes that she connected with most - the environment and medical research - we laid out a three-year charitable-giving budget. This helped her stay on track with her long-term plan while mixing in creative ways to give back, including ongoing gifts through a donor-advised fund supporting cancer research and volunteering for weekend river cleanups.

SEE MORE

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