The Five Generosity Languages
Category: Financial Planning » Behavioral Finance
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Estate & Transfer Planning
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
Confidence Through Conversation: Three Key Questions for Nonprofits, Families, and Women
Category: Financial Planning
There is a common thread running through the key decisions that we make - everyone wants confidence that they're making the right financial decisions with their resources. In this blog, Ashlee shares three key questions she uses to help bridge that confidence gap and spark open, meaningful conversations.
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!
A Rude Awakening — You Need an Estate Plan Today!
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
The Magic of Writing a Letter
Category: Financial Planning » Behavioral Finance
How the magic of writing a letter could help convey your intentions to a beneficiary.
Business Owners, Beware of the “Missing Middle”
For many family businesses, the lack of clear succession plans is the most significant challenge.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning » Closely Held Business
How do we prepare our young people to lead and do it quickly?