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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October 12, 2018
Yesterday marked the second straight day of a Dow drop of more than 500 points. And while we have been talking about the return of volatility for quite some time, it still hurts when it actually shows up. So here we are with the S&P 500 having fallen over 7% in the last week. […]
September 12, 2017
It is common for parents to make gifts of assets to their children. Mom and Dad often make cash gifts while they are living or leave their assets to their children when both spouses have passed. Sometimes, substantial gifts or distributions are made to children such as stock in family-owned businesses. Can those assets be […]
October 9, 2018
For those 65 and older, fall not only brings with it apple picking, leaves changing colors and securing travel plans to escape the cold Midwest winters, it is also the time of year for Medicare participants to decide if changes should be made to their health insurance plans. Below, are the key enrollments dates […]