charitable giving

Ep 136 Align Your Money With Your Values Cover

Ep 136: Align Your Money With Your Values Play in new window | DownloadJoin Dave and Nick on today’s topic, which is an extension of an earlier podcast they did on the book review of The Soul of Money. An underlying topic is how to make yourself heard with the voice of money. What we mean by […]

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Charitable Giving Strategies

Charitable Giving Strategies Play in new window | DownloadFor many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of […]

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