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Kids and Money – 4 Things to Consider when Your Child gets Cash

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...

Reminder: Charitable Contributions due December 31

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...

IRA Qualified Charitable Distributions Now Permanent

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...

10 Ways to Do Good: Expand Your Financial Planning Thinking

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. ...