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Recent Articles

The Financial Challenges 20-Year-Olds Face Today, And How They Can Find Their Financial Path

January 31, 2023
20-somethings of today are facing the most difficult financial circumstances of any recent generation. In this article, I’d like to dig into what roadblocks today’s young adults are dealing with and how they can navigate them to create a fruitful and fulfilling financial future.
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Part 5: How can I make my giving more tax efficient? Charitable planning guide

December 5, 2022
In the final part of our charitable giving guide, we’ll discuss how you can use your charitable giving program to reduce your taxes. First, we value many kinds of giving:
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Part 4: How Can I Make Giving More Meaningful?

December 4, 2022
So far we’ve talked about why you should give, how much you should give and how to choose the organizations you donate to. That’s enough to get you started in
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Part 3: Who Should I Give To?

December 3, 2022
Up to now we’ve talked about why you should give and how much of your income you should ideally think about donating. Now we get to the fun part –
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Part Two: How Much Should I Give?

December 2, 2022
In the last post, we discussed why people give to charities—for many reasons, but most importantly because it’s important to do the right thing and knowing you are doing it
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Part One: Charitable Giving — A five part series on more effective philanthropy

December 1, 2022
As the year approaches its end, lots of people begin to think about charitable giving. Unfortunately, this means that many people are rushing around trying to cram a year’s worth
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