August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
The holidays are here! If you’re not sure how your finances match up with your upcoming year-end giving strategy, now is the time to prepare yourself by making your lists and checking them twice. Organization is key in order to properly give this holiday season. Follow the five tips below to maximize your charitable giving strategy this year.
End-of-the-Year Money Moves in 2021
Here are some smart money moved you might consider before saying goodbye to 2021.
Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
Donating to Your Favorite Chicago Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind
The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to Chicago area charitable organizations this holiday season, keep this important change in mind.