Month: February 2017

For the last couple of weeks, we’ve been talking about giving, and how and why we see our client families choosing to give away some of their hard-earned assets. Whether it’s for a tax break, to pay forward an opportunity they were given, or simply to feel good about a choice they’re making, we’ve helped many of our clients get the most out of their charitable gifts.

• February 16, 2017

So when it comes to charitable giving, I know I’ve seen patterns over the 19 years I’ve been in this business as people make the decision to give their hard-earned money to an organization or cause.

• February 9, 2017

Winston Churchill once said that, “We make a living by what we get, but we make a life by what we give.” This is why, as financial planners, we always ask our clients about their giving habits, goals and how they feel about their philanthropic efforts. In some ways it can seem counterintuitive – aren’t we trying to help people maximize their assets and save more? Why would we ask them about giving it away? Several reasons, actually.

• February 3, 2017

By now you should have most of your tax documents in hand and you’re thinking about tackling that task of doing your taxes. Maybe you have some charitable donations to consider, or maybe you’re thinking you want to start a giving plan now to maximize your refund next year. Wondering where to start? We can help.

• February 3, 2017