Jul 25, 2018 | Charitable Giving
C.S. Lewis once wrote, “For many of us, the great obstacle to charity lies not in our luxurious living or desire for more money, but in our fear – fear of insecurity.” Point being, there is a perceived competition for a limited amount of financial resources. If...
Jun 20, 2018 | Uncategorized
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 | Uncategorized
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...
