23 Feb 2017

How to Break Up With Your Financial Advisor, Nicely

A new client of ours recently posed a question to me that I wasn’t expecting: “How do I let my old financial advisor go?”  Turns out, she is not alone.
6 Feb 2017

Why You Need to Check Your Beneficiaries Today

The recent near-simultaneous deaths of Carrie Fisher and Debbie Reynolds shocked followers of film and pop culture.  Their deaths should also raise awareness about the importance of beneficiary planning.
19 Jan 2017

Why Charities Should Sue Donors’ Estates (Or At Least Consider It) To Collect on a Gift

When a significant donor passes away, the organizations that donor supported mourn the loss, express gratitude for the donor’s generosity, and move on.  Except when they don’t.
6 Jan 2017

6 Ways to Start the Year Off Right, Financially

Now that the partying is over, and reality has set in, it’s time to get down to business.
3 May 2016

Prince’s Other Legacy (Hint: It’s Not His Music)

The recent death of music superstar Prince has generated considerable amounts of press, as often happens when celebrities pass away prematurely and under mysterious circumstances.
19 Apr 2016

Should You Tell Charities About Your Planned Gift?

I recently spoke with a client who had named two charities as beneficiaries of her IRA.  
1 Mar 2016

Why We Must Stand Up Against Philanthropy-Bashing

Another mega-gift announced.  Another article disparaging the gift and criticizing the donor and the recipient organization.  We’ve seen this movie before.  
16 Feb 2016

What’s In a Name? Three Tips for Your Next Naming Opportunity Gift

In the second episode of the new Showtime series Billions, lead character / billionaire hedge fund manager Bobby Axelrod (played by Damian Lewis) visits with the head of a prestigious venue named Ellis Eads Hall
7 Oct 2015

Don’t Wait for the Fed – Raise Your Own Rates with a Gift Annuity

The Federal Reserve has kept interest rates near zero since December 2008, hurting savers who have become accustomed to savings accounts paying next to nothing.  Speculation is rampant over when the Federal Reserve might raise rates again:
30 Sep 2015

When Giving Feels Right: I Second That Emotion

There are some songs that, when I hear them, immediately make me well up with emotion for various reasons: Super Trouper by ABBA (killer harmonies always get me); the entire Travis album The Man Who (reminds me