Part of estate planning includes helping with the ever-escalating costs of education for children and grandchildren. Take a look at this article about the 2 types of 529 plans...
FORBES.COM
Estate Planning Primer: Qualified Tuition Plans
Monday Motivation: “I don’t focus on what I’m up against. I focus on my goals and I try to ignore the rest.” — Venus Williams
Monday Motivation: “In walking, just walk. In sitting, just sit. Above all, don't wobble.” — Yun-Men
Monday Motivation: "Someday is not a day of the week." -Denise Brennan-Nelson
This article talks about why some individuals, foundations and corporations give to local charities while others give to charities on the other side of the globe...
SCIENCEDAILY.COM
Interplay of impact, moral goals influences charitable giving to different causes
Monday Motivation: “Obstacles are those frightful things you see when you take your eyes off your goal.” – Henry Ford
Monday Motivation: “Time is more valuable than money. You can get more money, but you cannot get more time.” - Jim Rohn
This article talks about the importance of teaching your kids smart money habits...
WVLT.TV
The importance of teaching your teen money management
Recent legislation from the Tax Cuts and Jobs Act (TCJA), the SECURE Act, and the CARES Act have all impacted charitable giving strategies. This article examines what techniques work best in today’s environment...
FORBES.COM
Win-Win Charitable Giving Strategies Under New Tax Laws
Monday Motivation: “What would you do if you weren’t afraid?” - Sheryl Sandberg
Take a look at these 10 techniques for establishing work-life balance during rapid business growth…
SMALLBIZTRENDS.COM
10 Techniques for Establishing Work-Life Balance During Rapid Business Growth - Small Business Trends
Monday Motivation: “If you can’t fly then run, if you can’t run then walk, if you can’t walk then crawl, but whatever you do you have to keep moving forward.” — Martin Luther King Jr.
Monday Motivation: “The longer you're not taking action the more money you're losing” - Carrie Wilkerson
While most people do not spend much time thinking about their estate plan, it is one of life’s biggest decisions. Take a look at this article...
TALKBUSINESS.NET
Estate planning in a nutshell - Talk Business & Politics
Monday Motivation: “Expect the best. Prepare for the worst. Capitalize on what comes.” - Zig Ziglar
What’s the difference between SRI, ESG and impact investing?
KIPLINGER.COM
SRI vs. ESG vs. Impact Investing: What's the Difference? | Kiplinger
Monday Motivation: "It’s not about perfect. It’s about effort." – Jillian Michaels
This article talks about asset protection trusts and how they work to protect your wealth…
NETNEWSLEDGER.COM
NetNewsLedger - Asset Protection Trusts And How They Work To Protect Your Wealth
Monday Motivation: "Passion first and everything will fall into place." – Holly Holm
Is socially responsible investing more resilient during downturns?
MONEYCONTROL.COM
Is socially responsible investing more resilient during downturns?
Monday Motivation: "Tough times don’t last. Tough people do." – Robert H. Schuller
Monday Motivation: "Go as far as you can see; when you get there, you'll be able to see further." - Thomas Carlyle
Here are 3 ideas that could help magnify the impact of your giving for both the charity and you...
MONTEREYHERALD.COM
Steven Merrell, Financial Planning: How to magnify the impact of your charitable giving
Monday Motivation: "Our greatest glory is not in never falling, but in rising every time we fall." — Confucius
Check out these fun ways to teach kids about climate change…
MINDBODYGREEN.COM
5 Fun Ways To Teach Young Kids About Climate Change (No, Actually Fun!)
Monday Motivation: "With confidence you have won before you have started." – Marcus Garvey
Here's a look at how the CARES Act changes deducting charitable contributions made in 2020...
IRS.GOV
How the CARES Act changes deducting charitable contributions | Internal Revenue Service
