Denver Post columnist Bruce DeBoskey continues to nail it in his On Philanthropy column. This week’s column, on the subject of engaging children in philantropy, is chock full of ideas and resources for getting kids away from their computer screens and out there making a contribution. Involving children (and grandchildren) in philanthropy is a great way for […]
The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes.
Historically low interest rates have tempted some fixed income investors to wander off course into exotic and untested new strategies. But there is a prudent way to expand your investment horizons into global bonds.
Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home (Stuart J. Hollander, Rose Hollander & David S. Fry, 3rd Edition, Nolo 2009) is a comprehensive treatment of the perils of failing to plan carefully for passing a vacation home to the next generation and beyond.
The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies.
We all have something to give — time, money, ideas or things that we can send out into the world — to make it a better place. The recession and agonizingly slow recover, however, have pushed most of us to ignore or slow down on various forms of giving. Don’t let your philanthropic intents slide; instead, great or small, make them a robust part of your financial planning and you will reap the rewards even during difficult times.
Now that some of the dust is starting to settle from the debt ceiling crisis, it’s a good time for long-term investors to take stock of lessons learned. The lessons are not new ones: having realistic principles to guide your portfolio is still the best hedge against volatility and chaos. And, in the broad scheme of things, it helps to keep your investments in perspective.
Are you or your clients struggling with a way to make philanthropy a more meaningful part of your wealth management? Hear from professional advisors on practical steps you can take to integrate giving into your financial lifestyle and family financial plans.
Money in the mountains—it’s a beautiful thing and it’s on my mind, especially when it’s managed well. Introducing my new blog, where you’ll find thoughts and tips on everything that impacts your financial lifestyle, business, or non-profit.