Strategic Philanthropy
November 8, 2018
Philanthropy begins at home nurturing family values that foster a generous next generation. Strategic Philanthropy helps you plan proactively and efficiently where your dollars are going.
Philanthropy begins at home nurturing family values that foster a generous next generation. Strategic Philanthropy helps you plan proactively and efficiently where your dollars are going.
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February 4, 2020
The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act which recently passed is one of the most significant pieces of retirement legislation in the last decade. Here are some of the key provisions contained in the SECURE Act: Increase Required Minimum Distribution (RMD) Age From 70 ½ to 72 – The SECURE […]
October 13, 2016
Hitting the press recently has been a stream of investment returns getting published by the big university endowments. Why does this matter, you ask? With hundreds of billions allocated especially to those funds of the Ivy League schools, a lot of attention is paid to how this “smart money” invests. Returns give an insight to […]
June 4, 2019
Long Term Care Environment Shifting Towards Hybrid Plans When reviewing our client’s insurance coverages, a question we’re often asked is whether to purchase long-term care coverage. To answer that question there are a lot of factors to consider from your family health history to your experience dealing with a loved one going through that difficult […]