Keeping You Informed 

"It is more agreeable to have the power to give than to receive." The holiday season is a natural time to reflect on charitable giving and the role it can play as part of a comprehensive financial plan. Thoughtful charitable planning can not only support philanthropic goals, but increase tax efficiency as well. The question isn't just whether to give, but how to give in ways that maximize both the impact on causes you care about and the benefits to your overall financial plan.

Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.

April is National Volunteer Month! Celebrate the occasion with these fun and unique ways to volunteer and give back.

This blog will piggyback off the theme of National Volunteer Month and provide readers with some ideas for how to celebrate by volunteering.

This blog will talk about National Mentoring Month and encourage people to get involved by mentoring those around them.

This blog will talk about Giving Tuesday, including what it is and a brief history of the holiday.

When giving to charitable organizations, some people elect to support through cash donations. Others, however, understand that supporting an organization may generate tax benefits. They may opt to follow techniques that can maximize both the gift and the potential tax benefit.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

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.

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.

Here are some smart money moved you might consider before saying goodbye to 2021.

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.

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.

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.