One of our retired clients approached us earlier this year asking about leaving a legacy. They were reflecting on their estate plan and how to create a lasting impact for causes they were passionate about. We created a strategy using a Donor Advised Fund to help them align their charitable giving with their goals, maximize...

The Federal Reserve Bank of New York just released their household debt and credit report for the first quarter of 2023, and the results were startling. Total consumer debt rose to a record $17.05 trillion in the first quarter of 2023, an increase of $148 billion, or 0.9%, from the fourth quarter of 2022. Consumer...

Graduation Time! My daughter graduated from law school last weekend. She has a job lined up with a family law practice in Phoenix, so she’ll be taking the bar exam later this summer out west. My wife and I are proud of her academic accomplishments and the hard work that she put into it. Hard...

This week is going to be a busy week for me. As many know, I have three sons and the school year is ending for all of them. It’s especially important to my middle son who is wrapping up his high school baseball career and will be graduating on Friday. It’s kind of amusing to...