Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.