How to Share Your Values with Legacy Letters
Give a meaningful gift to your loved ones by writing them a legacy letter. You can express your gratitude, share wisdom, your values and express your hopes for your family's future.
A Practical Guide for Giving in Abundance, Even When Times Feel Scarce
Despite current uncertainty, try to remain forward-looking, seeking peace of mind through our lives and our relationships. We look for what we actually can control and use our time to reflect on our personal charitable goals, and what we can do to remain abundant.
12 Bold Financial Moves for the 12 Months in 2022
In 2022, don't wait for random fortune to find you. Instead, here are 12 great financial moves you can make each month to invite year-round fortune into your life.
7 Simple Tips to Magnify Your Charitable Gifts and Make Them Even More Impactful
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.
Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
If you’ve been procrastinating on your estate planning, make no mistake: If you do nothing, you’re still doing something. It just may not be the “something” you and your loved ones would prefer.
3 Steps to Take When Building Wealth Now So You Can Make the Most of it Later
Even if you’ve created durable wealth for a desirable transition, what else can you do to secure your second-act lifestyle? You have always had great success in your professional life. You need to know not only how to build wealth, but how to maximize wealth for the “retirement” you envision.