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 MOREFive ways we helped clients in the last month
by Jon Sevenker | Nov 8, 2017 | Financial Planning, P&A Articles
Beyond the desire of our clients to have their investments professionally managed, people come to us because they’re facing an inflection...
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 MOREUsing an RMD to give to charity
by Trey Pittenger | Jan 18, 2017 | Complimentary Services, P&A Articles, Retirement
Giving generously and unconditionally can break the power that money has on you. This is a very powerful money lesson and hopefully, you have...
READ MORE5 ways we bring clarity to our clients’ financial lives
by Jon Sevenker | Jun 4, 2015 | P&A Articles
Dan Pink, in his book, To Sell is Human, defined clarity as “the capacity to help others see their situations in fresh and more revealing ways...
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