Inherit $100 and Advance to Go!
Category: Financial Planning » Charitable Giving
Before taking action on your inheritance, here are three things to consider.
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Charitable Giving
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
Are You Hungry?
Category: Financial Planning » Charitable Giving
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
My Money Story
Category: Financial Planning » Charitable Giving
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.
Five Ideas for Charitable Tax Savings
Category: Financial Planning » Charitable Giving
Five ideas for integrating your finances and your philanthropy.
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?
Inherit $100 and Advance to Go!
Category: Financial Planning » Charitable Giving
Before taking action on your inheritance, here are three things to consider.
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Charitable Giving
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
Are You Hungry?
Category: Financial Planning » Charitable Giving
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
My Money Story
Category: Financial Planning » Charitable Giving
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.
Five Ideas for Charitable Tax Savings
Category: Financial Planning » Charitable Giving
Five ideas for integrating your finances and your philanthropy.
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?
What I Learned On The Road To The House on the Lake
Category: Financial Planning » Charitable Giving
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?
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.