Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Keep on giving
Prioritizing philanthropy in retirement starts with strategy.
Estate & Giving
Giving is a family affair
How to inspire charitable values for years to come.
Estate & Giving
Infographic: A guide to giving with purpose
For many people, philanthropy helps embody values and strengthen legacies. It starts with a plan and a strong sense of purpose.
Estate & Giving
Volunteerism rebounds
Big and small ways Americans are making a difference.
Estate & Giving
Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving
Milestone moment? Time to review your estate plan
From moving to marriage, these major life events warrant a check-in.
Estate & Giving
The impact of donating appreciated stock
Giving appreciated stock can be a gift for both you and your favorite charity.
Estate & Giving