Apr 12, 2024 | Behavioral Finance, Charitable donations, Financial Planning, Uncategorized, Weekly Financial Thought
Blog “Consistency is Attractive” In the age of social media, it’s so easy to get caught up in what the latest trends are and then adjust to ensure your life is oriented towards those trends. Older generations can claim that it is a “millennial” issue but...
Feb 23, 2024 | Charitable donations, Financial Planning, Uncategorized, Weekly Financial Thought
Blog Re-Thinking your Giving with a Donor Advised Fund For many, the idea behind charitable giving has absolutely nothing to do with potential tax benefits. The fact that you are contributing to a cause that you are passionate about and one where you can see...
Apr 21, 2023 | Charitable donations, Financial Planning, Investing
“Donor Advised Funds are a great way to be more intentional and tax efficient with your charitable giving!”
Dec 2, 2022 | Charitable donations, Investing, Investing Goals, Retirement, Weekly Financial Thought
“Don’t let the year finish without considering some of these financial moves”
Apr 6, 2021 | Charitable donations, Investing
Blog “Donor Advised Funds for the Charitably Minded” For many, the idea behind charitable giving has absolutely nothing to do with potential tax benefits. The fact that you are contributing to a cause that you are passionate about and one where you can...
