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Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
11/25/2024

This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.

The Promise of Small Beginnings

Category: Financial Planning » Charitable Giving
By Kent Kramer
04/08/2024

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.

The Joy of Generosity

Category: Financial Planning » Charitable Giving
By Kent Kramer
12/15/2023

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
By Daniel Hawthorne
08/14/2023

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. 

Thanks a Million

Category: Financial Planning » Charitable Giving
By Ethan Gascho
10/28/2021

We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you. 

The Joy of Generosity

Category: Financial Planning » Charitable Giving
By Kent Kramer
12/15/2023

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
By Daniel Hawthorne
08/14/2023

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. 

Thanks a Million

Category: Financial Planning » Charitable Giving
By Ethan Gascho
10/28/2021

We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you. 

My Money Story

Category: Financial Planning » Charitable Giving
By Joe Bantz
08/27/2024

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.