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Archive for the ‘Charitable & Planned Giving’ Category

How to Give Like a Billionaire

Posted in Charitable & Planned Giving, tagged , , , , , , , on December 5, 2011 | Leave a Comment »

Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010.  The Pledge was a way to encourage the wealthiest individuals and families (read: billionaires) in the U.S. to give away a majority of their wealth to charities either during their lifetime or at death. Buffet’s and Gate’s passionate call for compassion has [...]

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Charitably Inclined?

Posted in Charitable & Planned Giving, tagged , , , , , on November 17, 2011 | 1 Comment »

As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes that need support, gifting and the joy or appreciation that it brings can bring warmth to the heart and spirit to the soul of the giver. In the case of those [...]

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A Bit of Magic – The Beauty of the Human Spirit

Posted in Charitable & Planned Giving, tagged , , , , , on June 2, 2011 | 2 Comments »

Earlier this month I had the tremendous fortune to experience a bit of magic, true magic. It was a moment of absolute beauty, a moment where the human spirit shined in remarkable ways. I witnessed an act of pure generosity and selflessness; an act that can teach many of us a powerful lesson. This moment carried [...]

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A Manger Not a Mansion

Posted in Charitable & Planned Giving, Values, tagged , , , , , , , on December 20, 2010 | 1 Comment »

I think old Andy Williams had it right when he sang “It’s the most wonderful time of the year.” People seem to be more neighborly. Good moods abound. The children get all excited with the anticipation of a visit from jolly old Saint Nick. And who could forget the classic we all learned as children, [...]

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Tips for Year-end Charitable Giving

Posted in Charitable & Planned Giving, tagged , , , , , , on November 22, 2010 | 5 Comments »

It’s the time of year when we all feel a little more thankful for what we have, and a little more charitable towards those not as fortunate. Many families I meet with have established holiday traditions of deciding on their annual donations together during family events. Others load up their unwanted belongings for a last [...]

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The Other Financial Goal

Posted in Charitable & Planned Giving, tagged , , , , , , , , on September 29, 2010 | 1 Comment »

The purpose of personal financial planning is to help you meet your goals through proper management of your financial resources. As a result, the financial planning process normally begins with a thorough exploration of your personal goals and dreams. Often, the focus of this process is inward. What will help me meet my retirement goals? [...]

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In Memory of ‘The Boss’

Posted in Charitable & Planned Giving, Estate Planning, Values, tagged , , , , on July 19, 2010 | 1 Comment »

Jim Leyritz. That name may not mean much to a lot of people but if you are a baseball fan living in Atlanta it means plenty. You see in the 1996 World Series it was Jim Leyritz who hit a three-run home run off of Mark Wohlers to tie Game 4. The Yankees went on [...]

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Clergy Need Financial Plans, Too

Posted in Charitable & Planned Giving, Financial Planning, tagged , , , , , , , , , on July 1, 2010 | 2 Comments »

Last week, I had the privilege of participating in the first Clergy Financial Literacy Conference at Boston University. Bert White, a retired Methodist minister who is now a lecturer at BU, developed the conference. Zvi Bodie and Larry Kotlikoff, both BU senior faculty members with a keen interest in applying science to personal finance, provided [...]

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A Soldier’s Story: Helping Wounded Warrior’s Manage Their Money

Posted in Charitable & Planned Giving, Medical & Health Issues, Retirement, Savings, tagged , , , , , , on May 17, 2010 | Leave a Comment »

October 4, 1942. That was the date that a young man named Henry was inducted into the United States Army. Born before the Depression, he grew up in the backwoods of North Florida. (In all honesty, most everything was backwoods in that day.) He had been married only a few months before getting the call. [...]

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Stop Treading Water & Save!

Posted in Banking, Charitable & Planned Giving, Credit/Debt, Investments, Retirement, Savings, tagged , , , , , , , , , on May 10, 2010 | Leave a Comment »

At some point in our childhood, most of us get over the fear of drowning at the pool. Learning to tread water helps, but as we all know: it doesn’t get you anywhere! For me, incentive came from older friends who were already comfortable hanging out near the diving board at the deep end of [...]

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