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Our Articles

Start Your Own Dynasty Trust
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Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.

Be Choosey When Giving to Charity
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

Donor Advised Funds
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Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable.

IPS: Build Your Financial Dream Home with a Good Blueprint
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Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).

Be Smart When You Rollover Your 401(k)
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Some 401(k) plan’s generous matching contributions are completely eroded by the plan’s excessive expenses.

Australia: Investing Down Under
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Australia’s five-year annualized return was 24.10% compared to 14.98% for the MSCI EAFE and 6.19% for the S&P 500.

What the Rich Know and the Poor Do Not
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How much should I save this month? What return did I earn last year?

Minimum Wage Helps The Rich
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Even though 77% of Americans disagree with 62% of economists, let me assure you the economists are right.

Minimum Wage Hurts The Poor
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An increase in the minimum wage often means a decrease in the pre-tax benefits that employees value more.

Financial Planning Begins with Spiritual Values
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Financial planning is the process of aligning your financial choices with your life passions. Values transcend the cash and the numbers.

Belle Didn’t Really Love Scrooge
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Belle measures Ebenezer’s love for her by what he spends on her directly. Investments count for nothing.

Tax Planning Tips for 2006
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In order to make full use of these tax-saving tips, be sure to visit your tax professional before year’s end. Once January 1st rolls around, there’s little else you can do but pay up.

Cyber Monday
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This year, the busiest day will likely be two weeks later on Monday, December 11th.

Tax Planning for Small Business Owners
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Solo 401(k)s permit you to contribute to the plan both as the “employer” and as the “employee.”

Conservation Easements
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Before executing a conservation easement donation, you should be certain that it is in line with your financial goals.

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