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...
READ MOREWhat we can learn from Doc McStuffins
by Trey Pittenger | Apr 11, 2018 | Financial Planning, P&A Articles
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...
READ MOREUsing your RMD for charitable giving
by Jon Sevenker | Sep 14, 2017 | Complimentary Services, P&A Articles, Retirement
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
READ MOREMoney CAN buy happiness – Here’s how…
by Jon Sevenker | Dec 4, 2014 | P&A Articles
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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