Philanthropy is so much more than a charitable donation. By being philanthropic, you join an altruistic effort to better the world around you. If giving aligns with your personal values, have you considered how you…
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5 Creative Ways to Avoid the Gift Tax (Including Paying for College)
We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that…
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How To Make Charitable Giving a Family Tradition (And Why It’ll Bring You Closer)
Traditions are a cornerstone of a family’s values. Not only do they act as a window into your family’s priorities, but also directly influence a child’s perspective growing up. A beautiful tradition to begin or…
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Start Holiday Shopping Now: Ways to Save Big
Many reports suggest that consumer holiday spending will increase this year and retailers are willing to give big discounts to draw you into their stores. The key to taking advantage of this is to set…
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Raising Charitable Children
Charitable giving is a topic that my wife and I are passionate about. We enjoy giving back and appreciate the opportunities we’ve had to do so. Owning a financial planning firm for families brings with…
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