Run A Household Like A Small Business
Like a business, the household requires intelligent decisions to promote efficient operations. Assets and financial holdings need to be tracked. Paperwork and bookkeeping for properties, investments, contributions and accounts often require more time and attention...
There Are Risks to Being a Mensch
If you’re going to lend somebody money, consider it a gift. If they pay you back, that’s great, but you should never expect to be paid back. – My Dad, Sidney Heft We’ve all been there: a family member calls in the middle of a Netflix binge and wants...Happy Thanksgiving
Living a life full of gratitude is a year-round practice that culminates every year on the fourth Thursday of November. I love how Thanksgiving brings gratitude to the forefront of people’s thoughts. I also love how vanilla ice cream collides with warm apple pie on my...
Donor-Advised Funds: A Viable Alternative to Family Foundations
A particularly useful philanthropic instrument is the Donor-Advised Fund (DAF). A DAF is a philanthropic vehicle that allows donors to make charitable contributions and receive immediate tax benefits – as opposed going through all the aggravation and expense of...
Celebrating 27 years in business helping people stay financially organized
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