How to Structure Charitable Giving Throughout Your Lifetime

Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure charitable giving correctly so that you will reap the tax benefits while making the greatest… Continue Reading How to Structure Charitable Giving Throughout Your Lifetime

Contributing to a Charity When You Have More Time Than Money to Give

If giving to charity is important to you but you have more time than money, you may wonder whether your donation of manpower will be as valuable as cash. For many charities, the answer is an unequivocal yes. Below are some tips and tricks that can help you optimize your charitable giving through volunteer work.… Continue Reading Contributing to a Charity When You Have More Time Than Money to Give

What Gen Xers, Millennials, and Baby Boomers Need to Know About Financial Planning?

Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of your life, it doesn’t make it any less important. Whether you call yourself a baby boomer, hail from the Gen… Continue Reading What Gen Xers, Millennials, and Baby Boomers Need to Know About Financial Planning?