Sadly, rarely does a month go by without the news of another disaster or humanitarian tragedy. Most recently, the Maui fires and Hurricane Idalia are making the headlines–and also generating widespread charitable support. Indeed, many of your clients are no …
Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the end of 2022, SECURE 2.0 is 130 pages long; overall, its purpose is to encourage more retirement savings through vehicles …
Despite the recently-announced decline in 2022 charitable giving, we continue to hear inspiring stories from you and other fund holders and donors. We’re also hearing from more and more individuals and families who are not yet fund holders that they’re …
Recently Brad Hawkins, Director of the Aviation History & Technology Center led a class on avionics for the young students at Kids Next Code (KNC).
KNC is a tech-driven program for youth that provides support in the areas of Coding, …
Nearly 200,000 children in Georgia have been impacted by parental incarceration. When we look at the financial toll, Georgia’s prison expenditures are more than $1 billion annually. When we consider the human toll, having a parent in prison is listed …
Seeing our nonprofits SHINE through our bus tours is a top-tier experience, and this week we had another amazing one. Partnering with our Cobb Chamber friends, we were privileged to spend time with the Cobb Young Professionals group learning the …
Instilling the idea of charitable giving in children and grandchildren at first blush may appear to be easy, but where to begin, and how to make it ongoing? More and more, wealth advisors are being asked by their clients to …
August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this month than usual, which makes the next few weeks an especially good time to prompt your clients to review their …
Emojis are fun, but . . . Words matter, and apparently, emojis do, too. At least in Canada, where a judge recently ruled that a thumbs-up emoji within a text message qualified as acceptance of a contract despite the sender’s …
