Ever find yourself saying something over-and-over again to the point you wonder If you are speaking solely to yourself then FINALLY hear someone else say it? Makes you feel pretty elated doesn’t it! We certainly felt that way when we came across this great article in Fidelity Viewpoints. We are always telling our clients to […]
Philanthropy is a passion for many families. We spend a great deal of time planning on behalf of our clients to make sure their giving objectives are met in the most impactful ways. When our clients’ passion for giving is matched with our passion for our clients and the community, it’s a win-win. We […]
In the midst of your summer fun, taking time for a midyear tax checkup could yield rewards long after your vacation photos are buried deep in Facebook. Personal and financial events, such as getting married, sending a child off to college, or retiring, happen throughout the year and can have a big impact on […]
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