Monthly Archives: February 2018

//February

Are Your Kids Suffering from Too Well Off Syndrome?

2018-02-28T19:06:53+00:00

Are your kids suffering from too well off syndrome?  If so, how do you turn things around? You, like so many successful individuals, have a nagging concern about teaching your children and grandchildren the mindset and skills to handle the challenges that come with inherited wealth. Simply growing up watching you make sound financial decisions isn’t [...]

Are Your Kids Suffering from Too Well Off Syndrome? 2018-02-28T19:06:53+00:00

Beyond Date Night – How Giving Can Bring Couples Closer Together

2018-02-14T19:36:41+00:00

In today’s hyper-busy culture, many couples end up living almost separate lives during their first one or two decades together. This doesn’t mean they don’t have a close relationship, or that they never do anything together. But, between career demands, shuttling kids to activities, managing the home and all that goes with it, couples need a [...]

Beyond Date Night – How Giving Can Bring Couples Closer Together 2018-02-14T19:36:41+00:00

Why Craft a Mission Statement for Your Donor Advised Fund?

2018-02-08T17:04:43+00:00

Regardless of their size, most businesses have some sort of mission statement meant to guide the focus and general intent of their daily activities. But it’s not only the typical business that benefits from the clarity of a mission statement. Many non-conventional organizations, as well as sole proprietorships, have them: poetry websites, yoga studios, and classic car [...]

Why Craft a Mission Statement for Your Donor Advised Fund? 2018-02-08T17:04:43+00:00