International Women’s Day: Your Financial Future Matters – Resolve to Be 10% More Engaged

It’s International Women’s Day, and I have been thinking about how financial advisors interact with… Read More

Smart Ways to Give

Do you typically make charitable gifts at year’s end by writing checks or using a… Read More

Wealth replacement: Give $1,000,000 to your favorite charity and provide a greater inheritance for your heirs

May 12, 2014

Whenever a donor commits to a large gift, whether cash, donation of property, a Charitable… Read More

Gifting Low Basis Stock to Charity

January 22, 2014

Should you give cash or donate stocks that have achieved long-term capital gains as you… Read More

Doing well by doing good – Our team gives back to our community

It’s that time of year when snow falls, fires are lit, and families gather.  A… Read More