The Case for International Investing
Adding a moderate amount of international stocks to your portfolio can help both reduce volatility and enhance...
Balancing Debt and Charitable Giving
Paying off debt and building a charitable legacy aren’t mutually exclusive – all you need to do is take the long view....
Retirement Accounts for Self Employed Individuals
Self employed individuals with charitable legacy goals can take advantage of unique retirement savings options to help...
Does Your Retirement Planning Support Your Legacy Goals?
Planning for your financial legacy isn’t just about accumulating assets or minimizing taxes, it also includes making...
Creating a Charitable Legacy While Ensuring Lifetime Income
For those who prioritize a charitable legacy but also seek to minimize longevity risk, Charitable Remainder Trusts...
Tax Loss Harvesting for Taxable Accounts
Tax loss harvesting can be used in taxable brokerage accounts to maximize legacy giving impact. In previous...
When Donating Stock May Be The Way To Go
Cash is often the go to option for charitable giving, but by donating appreciated stock instead, you may get more bang...
Basic Estate Planning And Your Financial Legacy
Basic estate planning can serve as a tool to help you reach your financial legacy goals, both charitable and...
Bonds in a Rising Interest Rate Environment
With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond...
How Insurance Reinforces Your Financial Legacy
A conversation about legacy planning isn’t complete without a review of your insurance options. Finance is all about...
A Charitable Lead Trust Two-For-One
A Charitable Lead Trust (CLT) can help you meet multiple legacy goals while also limiting your tax burden, but is it...
How an Emergency Fund Can Impact Legacy Giving
If you’re interested in making the most of your legacy giving, there are many strategies to keep in mind, but the...