Investing With Purpose: How Faith-Based Investing Works
Faith-based investing is a strategy for investing in opportunities that align with your spiritual beliefs. Here’s what you need to know to get started.
What is a Buy-Sell Agreement? | A Guide for Business Owners
If you’re a business owner, a buy-sell agreement is essential for protecting your financial interests. Here’s what you need to know to get started.
Beyond Money: The Ripple Effect of Generosity with Angela Zimmann
Beyond Money: The Ripple Effect of Generosity with Angela Zimmann In this episode of You Can’t Take it With You, Angela Zimmann, Vice President of Institutional Advancement at Wilson College, joins Jim Dunlop to discuss the expansive nature of generosity. They discuss Angela’s journey from industrial engineering to philanthropy, the transformative power of generosity in […]
Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora
In this episode of You Can’t Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins Jim Dunlop to delve into the heart of philanthropy. They discuss the transformative power of empathy in giving, the strategic approaches to impactful philanthropy, and the personal journeys that lead individuals to become changemakers. The […]
The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen
In this episode of the You Can’t Take it With You podcast, our very own Jim Dunlop sits sits down with Ronald (Ron) A. Cohen, Financial Planning Specialist at Clarity Financial Planning Group, to explore the profound impact of strategic and personal philanthropy. They discuss how generosity can ripple through individuals and organizations, creating a […]
Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy
In this episode of the You Can’t Take it With You podcast, Ralph Serpe, President and CEO of the Adams County Community Foundation, joins Jim Dunlop to explore the multifaceted impact of thoughtful giving. They discuss stories of turning personal loss into community gain, the transformative power of family legacies in philanthropy, and innovative approaches […]
The You Can’t Take it With You Podcast
Did you know that our own Jim Dunlop is now a podcast host? The You Can’t Take it With You podcast launched this week with the inaugural episode in which Jim shares: Sponsor for this episode: This episode is brought to you by Advent Partners — a financial planning partner dedicated to helping you make […]
Top Tax Strategies for Your Long-Term Success | Advent Partners
Don’t just save on taxes today, plan for future savings as well. Discover the top tax strategies that will set you up for long-term financial success.
Charitable Contributions: How to Maximize Your Tax Benefits
Give wisely with our free charitable contribution planning tips. Discover 5 ways to improve your tax savings and amplify your donor impact now.
What is a Certified Kingdom Advisor®?
A Certified Kingdom Advisor® (CKA) is specially trained to give you financial advice that’s rooted in Christian values. See what it’s like to work with a CKA®.
