Financial Planning – Charitable Giving

Financial Planning – Charitable Giving

Financial Planning – Charitable Giving “The best way to find yourself is to lose yourself in the service of others.” – Mahatma Ghandi End of the year financial planning usually entails a conversation about income taxes and some degree of tax planning.  Among the...
August- What will be your legacy month?

August- What will be your legacy month?

  What will be your legacy month? Legacy is anything handed down from the past, as from an ancestor or predecessor.  This could be in the form of what you have earned/accumulated as well as more intangible gifts, such as what you have learned, your values, and giving...