Blogs & Insights

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

For much of the time it has existed, our industry has prided itself on making sure clients will have enough saved to live comfortably in retirement. But there’s a new problem that stands to flip traditional retirement planning on its head: longevity....

Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices....