With a charitable planning mindset that takes the long view of your charitable giving, you can increase your lifetime giving impact. If a charitable legacy is a financial priority, you may think the best way to maximize your charitable giving is to simply...
Private foundations provide flexibility for charitable legacy planning, which may make them an appealing option for those able to cover the initial and maintenance costs. High-net-worth and ultra-high-net-worth individuals interested in building their...
Adding a moderate amount of international stocks to your portfolio can help both reduce volatility and enhance returns. One of the most common objections I hear from new clients when walking them through my portfolio recommendations is why the need for...
Paying off debt and building a charitable legacy aren’t mutually exclusive – all you need to do is take the long view. Debt is a reality for millions of Americans. If you’re one of them, but also wish to leave a charitable legacy, you may feel torn between...
Self employed individuals with charitable legacy goals can take advantage of unique retirement savings options to help build wealth surplus. For self employed individuals – small business owners with no full-time employees other than the owner (and...
