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It Might be Time to Reconsider Your Giving Strategy

The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people are out of work, struggling to pay their bills and feed their families. Social...

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...