Tag: conscious giving
May 25, 2026
“But we can’t cut back our giving; they depend on us.” A couple who were my clients some years ago retired just as the dot-com crash had eroded their savings. Yet they wanted to continue the generous donations they had been giving to their church and several...
Mar 30, 2026
A common issue I see with financial planning clients is whether and how to provide financial help to adult children. Should they pay for college? Cover the down payment on a home? Help out with expenses for the grandkids? Take care of debt or bail out financial...
Dec 12, 2022
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,...
