by Jamie Bosse | Dec 20, 2017 | Life Planning
By Jamie Bosse Kids know what money is at a very young age, but don’t necessarily understand what it means, or what it can do. Throughout the year, your child may receive money for various reasons. They may get cash for birthdays, holidays, religious ceremonies, and...
by Jen Hildebrand | Dec 4, 2017 | Financial Planning
By Jen Hildebrand This time of year is about the joy of giving. Gifts can take many forms – usually they are a combination of your time, talent and treasure. As financial planners, now is also the time of year we remind our clients to claim a tax deduction for their...
by Joni Lindquist | Oct 26, 2016 | Financial Planning, Investments
By Joni Lindquist For years, the rules allowing for a tax-free Qualified Charitable Distributions (QCD) directly from an IRA to a charity has been part of Congress’s year-end tax extenders. This created a scramble for people who wanted to use the QCD but did not know...
by Joni Lindquist | Feb 2, 2015 | Career Planning, Financial Planning
By Joni Lindquist I had the opportunity a while back to hear Laura McKnight, co-founder of Mulberry South, and formerly the CEO and president of the Greater Kansas City Community Foundation present some interesting facts about philanthropy in the United States. ...
