Category: Miscellaneous

Avoid Holiday Stress With a Smart Giving Strategy

Learn more about how you can avoid holiday stress with a well-thought-out giving strategy. 1.) Holiday budget. Start with your budget for holiday spending, and then come up with a

My Own Story of College Planning (Or Lack Thereof)

One of the exercises I do with all my clients is to have them imagine what their lives look like five or ten years from now, and how that might be different from today. With college planning clients, especially for those with a student