It’s December. Your inbox is overflowing. Everyone wants a donation, a gift, a few dollars before the end of the year. Maybe ...

As we enter the season of family gatherings and giving, now is an opportune time to discuss the face of philanthropy. Charitable giving has long been an integral part of America. Consider Andrew ...

Money in itself is not always number one is an odd thing for a money man to say. There’s something that not enough people think about when they want to start saving. Because I work for a business that ...

Before Kris Kewitsch makes a charitable donation, she first makes a plan. Each year, she creates a giving budget, with one organization receiving the bulk of her support and others accepting smaller, ...

Over the next 20 years, an estimated $84 trillion will change hands in the U.S.; some call this the Great Wealth Transfer, others the Silver Tsunami. This wealth is held in cash and assets, but also ...

I've written many times that our clients are not ultra-wealthy. Some of them have a few million dollars, but not many. Despite that, most of them are in very good shape, thanks to Social Security, ...

Investments can reflect identity, values and long-term personal legacy. Purpose-driven assets blend financial return with passion and enjoyment. Smart investing includes emotional alignment, not just ...

In many cases, people delay giving financial gifts to their children or loved ones until after they die — through their wills or trusts. But what if waiting doesn’t make sense? It’s all about giving ...