Want to make your charitable giving more strategic and purposeful? If you’re going to give, make sure you have developed a Charitable Giving Plan that’s guided by how you would like to help the most.
Create smart money habits to set yourself up for success. Kelly Stanley, CFP, MBA and Wealth Advisor presented this webinar for the Junior League of Chicago. Kelly offers action steps to improve your financial well-being.
How do you solve for the dilemma ESG investing can represent? We explore how evidence-based investors can support their values, while still investing in a rational fashion and not sacrifice returns.
Ideal tax planning integrates seamlessly with all your greater financial plans. This can get complicated—like a juggling act, in which you must keep an eye on each item as well as the big-picture results.
Your business success is essential to your financial health, which in turn sustains your ideal lifestyle. But to integrate these interests, you need to have a customized, comprehensive plan, thoughtfully structured around how to Design, Build and Protect your personal wealth.
Combine tax-wise planning techniques into a unified strategy across your varied financial interests and investments. We view effective tax planning as a way to reduce your lifetime tax bill—or beyond.