I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
Alphabet Soup
Category: Financial Planning » Charitable Giving
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
Important Updates on IRA Tax Reporting
Category: Financial Planning » Charitable Giving
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
The Four Uses of Money
Category: Financial Planning » Charitable Giving
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning » Charitable Giving
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Who Should Care About the CARES Act? You!
Category: Financial Planning » Charitable Giving
Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�
Generous Giving is Meaningful Living!
Category: Financial Planning » Charitable Giving
My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning » Charitable Giving
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Money Can’t Buy Happiness, or Can It
Category: Financial Planning » Charitable Giving
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning » Charitable Giving
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Cheers to Johnny D!
Category: Financial Planning » Charitable Giving
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.