Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
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What we can learn from Doc McStuffins
What is your favorite episode of Doc McStuffins? Tough to narrow it down, I know. Likely, it is either when Lenny the Fire Engine learns...
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Using your RMD for charitable giving
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
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Money CAN buy happiness – Here’s how…
If art is in the eye of the beholder, then I’d argue happiness is as well, since the term means different things to different people. Research...
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