Recently, a client contacted me to help them better understand how charitable deductions work, and how a potential giver might be impacted if they...Read More
We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...Read More
Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...Read More
As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...Read More
Many people are looking for ways to keep their money close to home this holiday season while making an impact in their community. Fortunately, there...Read More
Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...Read More
One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....Read More
They say it's better to give than to receive. When it comes to gifting money, you likely want to make sure your assets go to the people and causes...Read More
I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their...Read More
Slogging through mud and plunging into ice cold water. Those are things I’ve done for charity. I support others who also love a challenge. I’m the...Read More
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