https://chicorywealth.com/wp-content/uploads/2025/03/Windmill-by-jason-mavrommatis-9HEY1URQIQY-unsplash.jpg533800Maggie Kulyk, CEO and Founderhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgMaggie Kulyk, CEO and Founder2025-03-19 14:10:462025-03-19 14:24:43Ethical Investing in an Age of Cynicism
https://chicorywealth.com/wp-content/uploads/2025/03/Ukraine-field-by-ihor-oinua-unsplash.jpg532800Maggie Kulyk, CEO and Founderhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgMaggie Kulyk, CEO and Founder2025-03-04 11:07:172025-03-04 13:12:39The Abandonment of Ukraine
Chicory Wealth CEO Maggie Kulyk discusses the impact the recent election could have on the economy and how Chicory Wealth is monitoring our portfolio in response, ending with some words of inspiration.
https://chicorywealth.com/wp-content/uploads/2024/11/Dark-Sky-by-Alex-Plesovskich-of-Unsplash.jpg533800Maggie Kulyk, CEO and Founderhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgMaggie Kulyk, CEO and Founder2024-11-13 16:26:482024-11-14 09:43:07Economic Changes and the Election
https://chicorywealth.com/wp-content/uploads/2024/08/Phhoto-of-Pen-and-Paper-scaled.jpg17072560Liz McGeachy, Communications Directorhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgLiz McGeachy, Communications Director2024-08-12 16:53:262024-08-13 10:22:17August Is National Make an Estate Plan Month
Good financial planning is not just about accumulating wealth. To live a “good life,” we need to understand our relationship with money, clarify what impact we want to make, and use our resources in a way that supports that impact. At Chicory Wealth, we know that charitable giving is key to financial health, so it […]
https://chicorywealth.com/wp-content/uploads/2023/04/Tax-Tips-Graphic-e1659646107174.jpg530800Jeff Audi, EAhttps://chicorywealth.com/wp-content/uploads/2023/02/Chicory-Wealth-logo-2x.jpgJeff Audi, EA2023-11-06 12:53:492023-11-06 13:03:46The Taxation of RSUs: Exactly What You Need to Know
Ethical Investing in an Age of Cynicism
Chicory Wealth CEO Maggie Kulyk defends ethical investing, which can be a powerful tool for promoting a more just and sustainable world.
The Abandonment of Ukraine
Chicory Wealth CEO Maggie Kulyk discusses the economic implications of the war in Ukraine.
Economic Changes and the Election
Chicory Wealth CEO Maggie Kulyk discusses the impact the recent election could have on the economy and how Chicory Wealth is monitoring our portfolio in response, ending with some words of inspiration.
Hurricane Helene–How to Help
How we can help those in the wake of Hurricane Helene
Understanding Health Savings Accounts
Chicory Wealth Tax Manager Jeff Audi gives an overview of Health Savings Accounts (HSAs)
August Is National Make an Estate Plan Month
Don’t wait any longer. As your financial advisor about finalizing your estate plan today.
Understanding FinCEN’s New Rules on Beneficial Ownership Reporting
Chicory Wealth Tax Manager Jeff Audi explains FinCEN’s new rules on BOI
Chicory 1% for Social Justice
Good financial planning is not just about accumulating wealth. To live a “good life,” we need to understand our relationship with money, clarify what impact we want to make, and use our resources in a way that supports that impact. At Chicory Wealth, we know that charitable giving is key to financial health, so it […]
Chicory Wealth in 2023 “By the Numbers”
Chicory Wealth in 2023 … what the numbers say.
The Taxation of RSUs: Exactly What You Need to Know
Chicory Wealth Tax Manager Jeff Audi discusses what you need to know about restricted stock units.