“Children are sponges – they are going to absorb whatever is around them, so we need to be intentional about what surrounds them.” – Dave Ramsey, Smart Money Smart Kids

How can I instill strong values regarding life and money into my children?

As we begin the last quarter of the year, more individuals are starting to focus on charitable giving as part of their tax planning strategy. We are seeing an increase in knowledge and use of donor-advised funds.

A donor-advised fund (DAF) is a way to get maximum tax benefits from donations to charities. A DAF allows an individual to take multiple years’ worth of deductions in a single year.

How does a Donor-Advised Fund work?