Generational Wealth - A Legacy of Intention

Generational wealth isn’t about creating endless riches. It’s about creating opportunity — giving...

Bridging Generations: How to Transfer Wealth Wisely Today and Tomorrow

The "great wealth transfer," the massive shift of assets from Baby Boomers to younger generations,...

Charitable Giving Before 2026: Why Timing Could Boost Your Impact

Charitable giving is a fantastic way to help non-profit organizations you care about achieve their...

Turning a Policy into Purpose: How Life Insurance Can Grow Your Long-Term Charitable Impact

When it comes to making donations to our favorite charities, you may think of writing a check to...

Raising Generous Hearts: Engaging Kids in Family Giving

As we move into the final months of the year, charitable giving naturally becomes a focus for many...

Smart Charitable Giving: Maximize Your Impact, Minimize Your Taxes

Charitable giving is a powerful way to support causes you care about, create a personal legacy, and...

Giving with Purpose: How to Align Your Charitable Contributions with Your Values

Charitable giving is more than a financial transaction – it’s a reflection of your values and a way...

From Building Wealth to Creating Meaning: Charitable Giving at Life’s Milestones

Reaching a milestone birthday or entering retirement is about more than celebrating the years...

Apella Summit Chicago 2025 Recap

Advisors Gather in Chicago for the 2025 Apella Summit

Cybersecurity and Taxes: Navigating the Dirty Dozen

Understanding the IRS Dirty Dozen Each year, the IRS publishes a list of common tax scams known as...