by Gena Rotstein | May 13, 2019 | Blog
There are four distinct Seasons of Giving. What??? Four – I thought there was just one – Christmas! This article explores the Four Seasons of Philanthropy and how they fit in with your financial planning calendar. The most generous distribution of funds is...
by Gena Rotstein | Mar 4, 2019 | Newsletter
Four Green Boxes on a Parquet Floor Click on the image above to read the Winter 2019 K&C Newsletter.
by Gena Rotstein | Feb 7, 2019 | Blog
They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning...
by Gena Rotstein | Nov 22, 2018 | Newsletter
Click on the image above to read the Financial Literacy Month and #GivingTuesday November 2018 issue
by Gena Rotstein | Nov 7, 2018 | Blog
In light of it being #FinancialLiteracyMonth, there are some key values-based financial planning concepts and learnings that we have gleaned from different authors (including Seth Godin and Deitrich Dorner) over the years. You can find their books on our virtual...
