Giving Mandatory IRA Distributions Directly to Charity

Giving Mandatory IRA Distributions to Charity

Giving Mandatory IRA Distributions Directly to Charity.Give tax-free, allowing you to maximize giving or potentially put more in your pocket.


Why I Tithe to My Church

Why I Tithe to My Church

Tithing is the consistent foundation of our giving but is only the start. We give above that as we are able and hope to further grow in generosity. I hope…


Overcome the Fear of Giving to Make an Impact

Overcome the Fear of Giving to Make an Impact

Once you can move past the fear of parting with money, you will have the joy of seeing the compounding impact of charitable dollars at work.


Student Loans: Finding a better way

It’s no secret that student loan debt is out of control. Maybe you are strapped by student loans or have been there before.


Teaching Money Management to a Disorganized Teen

Teaching Money Management to a Disorganized Teen

Whether it is disorganization or other traits your teen naturally faces regarding money (selfishness, ignorance, procrastination), these are correctable with…


Why a Family Vacation is Worth It

Why a Family Vacation is Worth It

Why a Family Vacation is Worth It. Your family deserves your best — not “perfect you,” just you and your undistracted attention.


Is your family set up to succeed or fail?

Is your family set up to succeed or fail?

We may not be the Rockefellers, but passing our overflow to the next generation or even generations, rings of success!


Sorting Financial Fact from Fiction

Financial wisdom is not about privileged information, superior intelligence, or absorbing more news, but rather aligning your decisions with sound……


Riding the ‘Trump Rally’

Riding the Trump Rally

Riding the ‘Trump Rally’. Markets might benefit here and there from a spirit of confidence, but largely have a mind of their own.


More Income but Less Money?

More Income but Less Money?

Whether “lifestyle creep” is something you need to address now or be on the lookout for later, be mindful and purposeful in managing your finances…


The Dangers of Settling for Security

The Dangers of Settling for Security

People want the certainty that they will always have enough money to meet their needs. That may sound reasonable, responsible, and even honorable....


Maximize your Impact!

Maximize your Impact!

Although the New Year may seem far away, let me plant a seed for a great resolution. Take the next step in your generosity journey to maximumize your impact.


Is your family set up to succeed or fail?

9 out of 10 traditional inheritance plans will fail… That’s 90 percent — and most of them in the first generation.

Complimentary Guide

Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy