charity

5 Ways Giving Can Improve Your Financial Wellbeing

2023-11-20T17:30:22-05:00November 11th, 2022|Blog, Financial Planning|

As we head into the holiday season, I am filled with gratitude for my loved ones and community. Each day, I work to reflect on the ways my co-workers support me, the ways my community members improve my daily life, and the ways my family brings me joy. This sense of gratitude and abundance [...]

Protect Yourself From These 5 Holiday Scams

2023-05-11T15:17:26-04:00December 6th, 2021|Blog, Financial Planning|

Protect Yourself From These 5 Holiday Scams By: Stacey Nickens 'Twas the month before Christmas, and all through the land, every mom and dad was buying all the toys that the stores had on hand. When on their credit card statement there arose such a clatter, they had to call American Express to see [...]

Preparing for Potential Tax Changes in 2021

2020-12-18T14:31:38-05:00December 17th, 2020|Blog|

Preparing for Potential Tax Changes in 2021 By: Stacey Nickens With 2021 on the horizon, many of us are wondering how tax law may change under a new administration. First off, I think it's important to remember that we will likely have a divided government. A divided government is unlikely to pass sweeping changes to [...]

Q & A: How much should I be spending on charitable donations?

2020-08-31T17:04:06-04:00July 23rd, 2020|Blog|

Q & A: How much should I be spending on charitable donations? By: Stacey Nickens My daughter's birthday was this past week. Instead of asking for gifts, she asked each family member to make donations to a charitable organization in her name. I was immensely proud of her decision. I believe in the importance of [...]

Giving Tuesday is December 3rd

2019-12-02T18:29:15-05:00December 2nd, 2019|Charity, Giving Back|

Charity, Giving Back As we start to recover from our Thanksgiving turkey overdose, we are enticed out of bed by Black Friday and Cyber Monday deals. While enamored with 40 percent off and free shipping, the meaning of the holiday season can be lost in a dash to get the latest tech gadget. Enter [...]

Disaster Relief: How to Help Effectively

2017-10-06T07:17:05-04:00October 6th, 2017|Blog|

With Hurricane Harvey, Hurricane Irma, Hurricane Jose, Hurricane Maria, and a number of wildfires, this summer has seen tons of natural disasters. Tragically, many lost their lives, and many more lost their homes, livelihoods, and communities. While you may want to help, you may be hesitant to give knowing the number of charity scams out [...]