Give.
The hardest, most interesting work of financial planning. What "enough" looks like. How to give while living. How to leave behind something that holds together.
Money is not a thing that dissolves upon death.
Start here
Year-End Giving Strategies: Tax-Smart and Impactful
* A third of annual donations: About one-third of all charitable contributions are made in December.
Read or watchHow do you create connections and bonds with people that are harder to break over time?
More from this series
Half of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Graduation season is one of the most emotionally charged times of the year for families.
Teaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high?
Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
* How can parents or grandparents help with a down payment for adult children?
Year-End Giving Strategies: Tax-Smart and Impactful
* A third of annual donations: About one-third of all charitable contributions are made in December.
The True Costs of Caring for Aging Parents
* Caring for aging parents is a growing reality for many Americans.
New conversations, when they're ready.
One short email each time we publish something in the Giving series.
What does generous look like, for you?
It is the question we open most first meetings with. We would love to hear your answer.
