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Charitable Giving

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The Gift that Keeps Giving – Year-End Charitable Gifting

Hard working, well compensated, and generous are words we use to describe our insurance producer clients.  These characteristics all lead to year-end tax planning opportunities around charitable giving. We recently completed year-end tax planning for an insurance producer (we will call him Mike) who works for a publicly traded agency. Mike and his wife Mary […]

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Strategic Philanthropy

“Charitable giving is what most of us do – reactively responding to requests for gifts. Philanthropy is more strategic in nature – proactively planning where our dollars are going and the impact they are having” – Steve Condon, Truepoint Wealth Counsel, LLC Philanthropy Begins at Home – Nurturing Family Values That Foster a Generous Next […]

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Outlasting Your Life – Defining Your Legacy

If you stop for a minute and think about the future – what will outlast your life? How will your legacy be defined? The last few posts I have discussed issues (love and loss) that are much more focused on the current than the future. Legacy is a concept, for many, that is not often […]

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Working Wealthy – Unlucky or Unprepared?

This January that peculiar little light lit up on my dashboard and, sure enough, my driver’s side rear tire was flat. Fortunately, when this happened I was only blocks away from a gas station. I was in luck! The gas station had an air pump (and it was working), but that’s where the good news […]

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