Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning » Charitable Giving
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Charitable Giving
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?
The Promise of Small Beginnings
Category: Financial Planning » Charitable Giving
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.
What I Have Learned From My Journey of Generosity
Category: Financial Planning » Charitable Giving
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
The Joy of Generosity
Category: Financial Planning » Charitable Giving
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.
The Gift of Financial Success
Category: Financial Planning » Charitable Giving
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.
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Charitable Giving
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.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Building a Framework for Family and Charitable Gifts
Category: Financial Planning » Charitable Giving
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?”
Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning » Charitable Giving
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Charitable Giving
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?
The Promise of Small Beginnings
Category: Financial Planning » Charitable Giving
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.
What I Have Learned From My Journey of Generosity
Category: Financial Planning » Charitable Giving
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
The Joy of Generosity
Category: Financial Planning » Charitable Giving
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.
The Gift of Financial Success
Category: Financial Planning » Charitable Giving
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.
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Charitable Giving
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.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Building a Framework for Family and Charitable Gifts
Category: Financial Planning » Charitable Giving
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?”
How to Start Talking with Kids About Money
Category: Financial Planning » Charitable Giving
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.
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Charitable Giving
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
What Does It Mean to Be an Investor? – Part Two
Category: Financial Planning » Charitable Giving
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?