Amazon Employees: The Best Ways to Leverage Your Charitable Giving
Friday, May 31, 2019
Now that the standard deduction has doubled, many are finding that their donations no longer produce the tax benefits they once did.
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How to Make Charitable Giving About Passion and Purpose
Monday, May 13, 2019
Philanthropic Advisor Molly Norton shares the most common questions, concerns, and myths around charitable giving, and offers a few tips to get started.
The Benefits of Donor-Advised Funds
Tuesday, April 9, 2019
Donor-advised funds are the fastest growing philanthropic tool today, accounting for more than 3 percent of all giving in the United States.
Your Year-End Tax Planning Checklist
Wednesday, December 12, 2018
Even with only weeks left in 2018, there are still some relatively simple end of year tax planning moves available to help lessen the burden in April 2019.
Find Your Happy in 2019
Tuesday, December 11, 2018
In our third annual Find Your Happy calendar, the words of Nobel laureates reflect powerful insights into humanity and our relationships with each other.
Tips for Evaluating Effective Non-Profits on Giving Tuesday
Monday, November 26, 2018
With more than 1 million non-profits in the U.S. alone, figuring out who to support and where your dollars will have the most impact can feel overwhelming.
Is a Personal CFO Right for You?
Friday, January 12, 2018
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Managing Money Concepts: How Do We Teach Our Kids?
Friday, June 17, 2016
The school year has nearly ended, or may already have ended for your children. With summer comes the opportunity for quality time spent together. This may include vacations or family dinners, each of which open up the landscape for conversations around money management. Your child may be a college student, a high school student getting
Money Messages for Parents and Children
Tuesday, November 25, 2014
We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.