Jun 20, 2018 | Retirement
Folks at or near retirement often are at a reflective stage in their life. By this time, personal finances are typically well defined and what to do with their remaining years starts to enter their thinking. Many, now having time, talent, and treasure look to move...
May 11, 2018 | Financial planning
There is a lot of interest these days in financial planning circles about Legacy. This may be the result of the county’s aging demographic and the fact that the greatest wealth transfer in history will soon be taking place as the current generation passes on. Clients...
Jan 23, 2018 | Charitable Giving
Each of us, through our contributions as volunteers and benefactors, holds the power to change the course of society for the better. We can leave our mark on this world with the time and resources that we dedicate to others. That is what becomes our legacy. The...
Dec 12, 2017 | Charitable Giving
Starting a nonprofit is no different than starting a for-profit business. There are thousands that spring up each year, and unfortunately, thousands more that go under within their first few years of existence. The reality is, even the best causes aren’t enough to...
