Unlocking complexities of succession planning
By Ed Gruveregruver@bridgetowermedia.com Business succession planning can be complicated. “If I were to look at it as a decision tree, the first decision is, ‘Am I selling it or am I transferring it to someone in my family? If I’m selling it, who do I want to sell it to? Are there people I know […]
A guide to giving: 5 ways to make charitable contributions go farther
By Jamie French It’s officially the holiday giving season – the busiest time of year for making contributions to your favorite charitable causes. But before you donate this year, know that taking a smart approach to giving can strengthen your own financial security and allow you to make an even greater philanthropic impact. To read […]
How to Build a High Net Worth Tax Strategy: A Starter Guide
If you’re a high net worth individual, having a robust tax strategy is about more than just compliance; it’s about proactive wealth management.
Donating Stock to Charity: How Does It Work?
Donating stock to charity is easier than it sounds. Learn how the process works and the two tax benefits you can earn from just one donation.
Correction vs Bear Market vs Recession: What’s the Difference?
A market correction, bear market, and recession are not the same thing. Learn how to spot the differences and financially prepare for all three.
What the Bible Says About Money: 4 Lifelong Best Practices
As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6 essential wealth management tips.
6 Wealth Management Essentials for Every Business Owner
As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6 essential wealth management tips.
Estate Tax Planning Strategies: Everything You Need to Know
Do you need to be thinking about estate tax planning strategies? Learn about the estate tax and who it impacts as well as other taxes that might affect your estate.
What is a Donor-Advised Fund? Tips to Give Smarter.
What is a donor-advised fund? Can it help you leave a legacy of giving? We have the answers you’re looking for and so much more in our latest financial article.
How Personal Experiences Shape Philanthropic Impact With Jim Langley
In this episode of You Can’t Take it With You, host Jim Dunlop talks with Jim Langley, President of Langley Innovations, about the transformative power of personal experiences in philanthropy. They discuss the critical role of empathy, the long-term impact of thoughtful giving, and how overcoming personal challenges can inspire a life dedicated to helping […]
