Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
Five ideas for integrating your finances and your philanthropy.
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
