By SFMG Wealth Advisors For donors who give consistently or have a more complex financial picture, a donor advised fund offers a meaningfully better approach than traditional annual giving. Most donors give the same way every year: checks in December, a receipt at tax time, repeat. That works. But a…
By Taylor Nipp / Contributor Few things are as dynamic as technology and finance. In an ever-changing world, it’s difficult to keep up with the most current trends. As a wealth manager, it is my job to stay abreast of the latest information in the world of finance and…
Why You Should Plan Now to Afford Your Dreams by David White | Contributor I once had a client who passed away about six months after retirement at age 65. His wife told me, “He’d always promised me we’d travel after he retired.” To this day, she still hasn’t been…