Charitable Gifting

Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

Join us this week to learn about some important tips to help you have a strong financial foundation.

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Do you want to be able to leave money to your heirs and be able to leave money to the charities and organizations that are near to your heart? Here are some creative strategies that could possibly help.

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year.

It is probably safe to assume that all of us have at one time or another been touched by, and wanted to contribute to, a good cause. And it is probably safe to assume that all of us have wished we could do more for that something that touched our heart. What if I told you that it is possible to do more and it may not cost you anything?...