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Archive for the ‘Charitable & Planned Giving’ Category

Everything That Counts

Posted in Charitable & Planned Giving, Estate Planning, Medical & Health Issues, tagged , , , , on December 21, 2009 | 1 Comment »

I remember the first time that I heard a friend of mine, Elizabeth Jetton, use the quote “Not everything that can be counted counts and not everything that counts can be counted.” I thought that it was pretty cool then and even cooler upon learning that the quote is attributed to Albert Einstein. I always [...]

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Is a Donor-Advised Fund Right for You?

Posted in Charitable & Planned Giving, tagged , , , , , , on December 15, 2009 | Leave a Comment »

Charles Dickens has a scene in A Christmas Carol where two charity workers approach Scrooge on Christmas Eve: “. . . a few of us are endeavouring to raise a fund to buy the Poor some meat and drink and means of warmth. We choose this time, because it is a time, of all others, [...]

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Give Voice to Your Heart

Posted in Charitable & Planned Giving, tagged , , , , , , on November 30, 2009 | Leave a Comment »

Free your generous spirit “I will pass through this world but once. Any good that I can do, or any kindness I can show to any human being, let me do it now…for I shall not pass this way again.”      ~ Etienne De Grillet Counting our blessings — honoring the good in our lives is [...]

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How to Avoid a “Madoff”

Posted in Charitable & Planned Giving, Insurance, Investments, Savings, tagged , , , , , , , , on November 12, 2009 | Leave a Comment »

On December 10, 2008, investors froze in their tracks as they wondered whether they were victims of the Bernie Madoff Ponzi scheme.  Dentists, doctors, hairdressers and housewives were all equally victimized by this supposedly well-respected, highly intelligent investment adviser.  It’s likely that you know someone who was affected by the illegal investment activity of Bernie [...]

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‘Tis the Season…Plan Now for Merry and Bright Holidays

Posted in Banking, Charitable & Planned Giving, Credit/Debt, tagged , , , , , , , , on November 12, 2009 | Leave a Comment »

Before any creatures were stirring, I dashed out of my house at about 7 a.m. last Saturday to Target to stock up on home essentials. I pranced into the cheerful store, took the reigns on a red cart and began to fly around the neatly arranged aisles with my list — which I had checked [...]

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Things to Consider Before Loaning Money to Family Members or Friends

Posted in Charitable & Planned Giving, tagged , , , , , , on November 3, 2009 | 1 Comment »

With banks and credit card companies tightening their lending practices, some would-be borrowers are looking for loans from another source — that long-established institution, the First Financial Family Bank. Loaning money to friends or family members has so many pitfalls that it’s not even possible to list them all in one column. A financial adviser [...]

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Identity Theft and Protection – An Important Part of Your Financial Plan

Posted in Banking, Charitable & Planned Giving, Credit/Debt, Education, Medical & Health Issues, Retirement, Savings on October 13, 2009 | 1 Comment »

Recently you may have read about Ben Bernanke having his identity stolen, because his wife had her purse stolen some time ago.  Every day we hear about others having their online identity stolen.  So we need to take steps to protect ourselves from the fraudsters among us. Here are some steps you should be taking to [...]

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