The importance of an estate plan cannot be overstated. For many families, that means having a standard set of estate planning documents (will, powers of attorney, healthcare directive) on file. However, some folks also stand…
Read More
Thoughts on Gifting—Leaning In to Our Inclinations Toward Generosity
Generally, when a person decides to give to others, the motivation is rooted in altruism. Someone might have a personal connection to a cause or charity, so they want to make a donation. Someone might…
Read More
How to Financially Prepare for a Baby: 3 Ways
Although those first few months of life (and the next 18 years for that matter) can be quite the whirlwind, there are a handful of financial planning tasks that are imperative to complete. In this…
Read More