Category: charitable giving
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Unlocking the Power of Purposeful Giving With a Fiduciary Advisor
You’re at the pinnacle of your career, building a substantial income and assets. You’re active, busy, and are motivated to continue growing. While success is...
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A Guide to Choosing the Ideal Charitable Giving Account
Welcome to our latest blog post. We’ll be exploring the world of charitable giving accounts and how they can help you become a more strategic,...
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How to Share Your Values with Legacy Letters
As you have just recently gathered with families and friends for the holidays, now is a good time to reflect on your values and the...
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A Practical Guide for Giving in Abundance, Even When Times Feel Scarce
by Michael Evans, Founder & Wealth Manager Like many of the hard-driving professional families I advise, my wife and I come from an abundance mindset....
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12 Bold Financial Moves for the 12 Months in 2022
By Michael Evans, Founder & CEO of Cogent Strategic Wealth Fortune favors the bold, right? As an intrepid entrepreneur, I’ve long embraced this adage. For...
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7 Simple Tips to Magnify Your Charitable Gifts and Make Them Even More Impactful
At Cogent Strategic Wealth, we assist families like yours every day to design, build, and protect plans for achieving all things important in your life....
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Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their...
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3 Steps to Take When Building Wealth Now So You Can Make the Most of it Later
Do you have what it takes to make the most of your lifetime wealth? If you’re on track financially, that’s a big part of the...
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Give the Gift of Long-Term Happiness
We’ve all seen the pictures: Kids in their pajamas sitting amongst dozens of presents stacked high around them, massive grins on their faces as they...
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The Benefits of Goals-Based Planning
You’ve heard all the advice about setting goals for your finances, but you’re left with one nagging question: Which goal gets top priority? It shouldn’t...
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Donor-Advised Funds: Your Best Charitable Giving Option
As a smart investor, you want to maximize opportunities to grow your wealth and to take advantage of every financial tool available to make that...
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Your Guide to Holiday Giving
The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform holiday giving from one of the...
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