Clients can convert their traditional IRAs to Roth IRAs regardless of income or marital status. One of the biggest stumbling blocks in deciding to convert, is their reluctance to pay taxes on the converted [...]
When we read about independence, we associate it with qualities like: “Free from the influence, guidance, or control of another or others; self-reliant” True independence was woven into our fabric as an early pioneer [...]
If you’re like many people who establish a donor-advised fund for philanthropic giving, you probably already have a passion for certain causes. Often, individuals and families set up donor-advised funds out of a strong [...]
A donor-advised fund can help you maximize the power of your philanthropy. Many of us procrastinate until the last minute to consider donating to charities at year-end. If this describes you, don’t feel bad, [...]
Some people already have a fairly good idea as to where they’d like to direct their philanthropic giving. But given the wide array of social, scientific research, and environmental needs, many others find it difficult [...]
A report published in 2012 by Pew Research Center shows that fully 50% of successful individuals worry that their children, or other heirs, do not have the proper financial skills to handle inherited wealth. [...]
Back in the 1960s and 1970s, as women began to venture into the workforce and become more independent, TV became rife with commercials themed around this newly empowered female persona. It didn't matter what [...]
Americans are known around the world for their generosity. Giving is part of our very nature. Unique among nations, this reputation for caring predates the Declaration of Independence. Americans give generously of their treasure. [...]
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 [...]
If your parents or grandparents have been involved in philanthropic giving for many years, they probably hope you and any siblings will continue to honor this family legacy once they’re gone. How will you [...]