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Invitation: How to Talk Money With Your Family

Invitation: How to Talk Money With Your Family

For many of us, money is a taboo subject within the family. But financial conversations can also be important and even necessary. What do existing estate plans look like? Do older generations intend to contribute to grandkids’ college or wedding bills or give everything to charity? Do family elders have enough to support themselves without family assistance? Do we need to add “financial support to parents” to our own financial plan?

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4 Tips for Smarter Gifts to Charity

4 Tips for Smarter Gifts to Charity

How to use a donor-advised fund to get the most tax bang for your charitable buck.By Rachel Elson, CFP® Wealth Advisor, Perigon Wealth ManagementDon't give to charity for the tax benefits: Give because you're committed to using your money for an important cause. But...

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