Giving Back Through Planned Philanthropy

2017-04-18T13:38:29+00:00April 18, 2017|Blog, Charitable Giving|

Success in life is about much more than wealth. Giving back to your community and supporting your values through the gift of your resources and time is an extraordinary way to consciously define your family’s legacy. Affluent Americans are becoming more strategic about their giving and want to engage more with nonprofits in their areas of focus. “High impact giving” is becoming increasingly popular among American donors who want to ensure that their gifts are [...]

Start Holiday Shopping Now: Ways to Save Big

2010-11-02T12:58:58+00:00November 2, 2010|Blog, Charitable Giving, Saving|

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 a budget, figure out who you want to buy gifts for, and what you’ll be giving them. Once you make this list, you’ll be able to seek out deals on the items you need. Curious how you can give big, but [...]

Raising Charitable Children

2010-09-09T06:50:30+00:00September 9, 2010|Blog, Charitable Giving, Family Financial Information|

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 it a certain level of obligation in this regard.  It is our duty to make sure we talk to our clients about ways they can teach their children and share what they personally have in our discussions about allocating their income.  [...]

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