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Giving

Searching For Joy In Holiday Giving

One of my clients, whose immediate family includes 30 people, has described himself as a Grinch when it comes to Christmas gift-giving. “Every year I swear I’m going to shop early, and every year I procrastinate. I never know what to get for people, and it seems...

Suddenly Single, With Wealth–Is There a Problem Here? Part Two

Being left solely responsible for wealth through divorce or widowhood later in life comes with its own set of responsibilities, opportunities, and challenges. As with so many financial life events, it is often the emotional challenges that are the hardest. 1....

Why Inheriting the Family Home Can Be a Bad Idea

For many of us, our home is more than just a piece of property. It holds deep memories and emotional meaning, especially if we raised our families there. For this reason, estate planning discussions often include leaving the family home to the kids. This can be a way...

Your Biggest Holiday Expense Could Be a Hidden Cost

Consider your Christmas shopping list. What was the most expensive single item on it? That special gift for your partner? The latest electronic gizmo for your teenager? Your family’s holiday travel? Certainly, with inflation hitting a 40-year high, all these items...

It’s a Good Year to Celebrate Like Scrooge

With all the supply chain chaos, inflation, and uncertainty in the economy, this year is a perfect time to celebrate Christmas in the manner of Ebenezer Scrooge. If you’re superficially familiar with Dickens’s A Christmas Carol, the first thought that may come to mind...

How To Enjoy More Conscious Giving

This time of year, we are surrounded by opportunities to give. Both our email inboxes and our snail mailboxes are jammed with solicitations for donations to charities, food banks, religious organizations, arts organizations, and more. We can give locally, nationally,...