What Does It Mean to Be an Investor? – Part Two
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?
Smart Tax Moves for Year–End 2025: How to Make the Most of Your Brackets
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.
Thanks a Million
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.
What I Have Learned From My Journey of Generosity
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
What I Learned On The Road To The House on the Lake
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?
Teaching Your Kids to be Grateful and Giving
Alphabet Soup
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.
Are You Hungry?
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?”
No Better Time to Deploy Your Donor Advised Fund
Who Should Care About the CARES Act? You!
Leave the Gift of Giving as part of your Estate Plan
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Inherit $100 and Advance to Go!
Before taking action on your inheritance, here are three things to consider.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Passing on the Spirit of Generosity in a Tax Smart Manner
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?
Money Can’t Buy Happiness, or Can It
Tax Planning Strategies For 2019: How Can You Act Now?
Your Money Should Make You Happy – Does It?
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.
I Want to Be Like Them
Stories like this spread and inspire others to be generous.