How to Think About Taxes in Retirement – Beyond Just Paying Less
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Charitable Giving: Ending the Year with Purpose
Category: Financial Planning » Charitable Giving
Feeling called to give back as the year comes to a close? There are meaningful ways to support the causes you care about—beyond writing a check.
Have You Considered the Realtime Gratification of Warm Giving?
Category: Financial Planning » Charitable Giving
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives
Category: Financial Planning » Charitable Giving
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.
Chart of the Month – December 2025
Category: Financial Planning » Charitable Giving
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
The Five Generosity Languages
Category: Financial Planning » Charitable Giving
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Webinar: Tax Reduction Strategies & Why Timing Matters
Category: Financial Planning » Charitable Giving
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
Year-End Financial Planning: Smart Moves Before Next Year
Category: Financial Planning » Charitable Giving
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Smart Tax Moves for Year–End 2025: How to Make the Most of Your Brackets
Category: Financial Planning » Charitable Giving
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.
How to Think About Taxes in Retirement – Beyond Just Paying Less
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Charitable Giving: Ending the Year with Purpose
Category: Financial Planning » Charitable Giving
Feeling called to give back as the year comes to a close? There are meaningful ways to support the causes you care about—beyond writing a check.
Have You Considered the Realtime Gratification of Warm Giving?
Category: Financial Planning » Charitable Giving
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives
Category: Financial Planning » Charitable Giving
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.
Chart of the Month – December 2025
Category: Financial Planning » Charitable Giving
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
The Five Generosity Languages
Category: Financial Planning » Charitable Giving
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Webinar: Tax Reduction Strategies & Why Timing Matters
Category: Financial Planning » Charitable Giving
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
Year-End Financial Planning: Smart Moves Before Next Year
Category: Financial Planning » Charitable Giving
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Smart Tax Moves for Year–End 2025: How to Make the Most of Your Brackets
Category: Financial Planning » Charitable Giving
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives
Category: Financial Planning » Charitable Giving
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning » Charitable Giving
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
Inherit $100 and Advance to Go!
Category: Financial Planning » Charitable Giving
Before taking action on your inheritance, here are three things to consider.