Learn why donor-advised funds (or DAFs) are a common tool to connect the intention and your legacy behind philanthropic family strategies.
Holiday Conversations Lead to More Fulfilled Lives
By taking the time this holiday season to discuss your long-term financial and care needs, you set your family and your legacy up for long-term success.
5 Tips to Help Your Children Grow Their Money Skills
Being a parent can be hard but teaching your children financial literacy doesn’t have to be. Here are five simple tips to help your children grow their money skills.
Understanding Intra-Family Loans
You may have considered loaning money to a family member since there are several advantages of intra-family loans. Find out more in this blog.
Estate Planning for Your High School Graduate
It’s that time of year again when millions of students will be graduating from high schools all across the country. Although most of their parents will still think of these fresh graduates as children, in reality the vast majority of them will soon be adults. This means that these high school graduates may need estate planning too.
What is the Purpose of Money? Exploring the Longevity Effect
Money is an extremely important part of society that has always been surrounded by questions, myths, and misconceptions. It can be difficult to know how money works, who should have it and what you should do with it. This article will explore the longevity effect of having a lot of money and how it can affect your life.