How to Involve Family in Charitable Giving
Charitably minded individuals invest a great deal of heart and purpose into their philanthropic giving plans. And because giving means so much to them, they…
Money & Life
Advice for My College-Age Daughter
If you could give your young adult kids any advice, what would it be? I started thinking about this 18 years ago after reading “Advice…
Drawing Joy from Your Nest Egg
After a career focused on maximizing earnings, saving diligently, and spending prudently in preparation for retirement, new retirees often find it to be an adjustment…
Webinar: Year-End Giving Strategies that Maximize Impact and Tax Savings
It’s a great time to reflect on the impact you want to make in the world, whether it be for the benefit of your community…
Will I Be Taxed on the Sale of My Home?
Putting a house on the market this spring and anticipating a windfall? You’re not alone. With soaring home values nationwide, many homeowners can expect a…