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Generous Giving is Meaningful Living!

Category: Financial Planning » Charitable Giving
By Joe Bantz
02/07/2020
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! 

Game Saving Plays for 2021 Financial Planning

Category: Financial Planning » Charitable Giving
By Ross Polking
11/12/2021

Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.

Five Ideas for Charitable Tax Savings

Category: Financial Planning » Charitable Giving
By Walt Mozdzer
04/30/2024

Five ideas for integrating your finances and your philanthropy.

Financial Health in the Prime of Your Career – It’s Time for a Check Up!

Category: Financial Planning » Charitable Giving » DAF
By Brittany Heard
03/15/2023

You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?

Event Replay: Generosity. More Than One Way to Give. More Than One Way to Get Started.

Category: Financial Planning » Charitable Giving
By Foster Group
11/02/2023

What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.

Discover the Many Uses of Donor Advised Funds

Category: Financial Planning » Charitable Giving
By Walt Mozdzer
11/30/2018

Cheers to Johnny D!

Category: Financial Planning » Charitable Giving
By Travis Rychnovsky
10/02/2019
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.

Charitable Advantages of Owning an IRA

Category: Financial Planning » Charitable Giving
By Walt Mozdzer
06/22/2018

CARES Act Q&A

Category: Financial Planning » Charitable Giving
By Kent Kramer
04/17/2020
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 
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