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Your Life Simplified - 5 Tips for Building Wealth - A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
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10 Tips for Teaching Your Children About Wealth Management

10 Tips for Teaching Your Children About Wealth Management

September 1, 2021
Are you confident that your children will be able to responsibly manage the wealth they inherit from you? They’ll...
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Year-End Is the Perfect Time to Consider Gifting

Year-End Is the Perfect Time to Consider Gifting

June 21, 2021
As you approach year-end, consider various gifting strategies to help minimize your tax burden. From gifting to family members...
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Plan Ahead Before Transferring Wealth to Heirs

Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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Your Questions, Answered: Donor Advised Fund

May 6, 2021
On this week’s episode of Your Questions, Answered  Natalie Haggard  talks with  Brian Leitner about charitable giving strategies, and...
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With High College Expenses, Should Students Consider Work Options Instead?

With High College Expenses, Should Students Consider Work Options Instead?

May 4, 2021
How does the current employment climate, the rising cost of education and student loan debt change how we think...
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Financial Conversations

Your Questions, Answered: Financial Conversations

April 1, 2021
On this week’s episode of Your Questions, Answered  Meredith Jamail Rice  talks with  Brian Leitner  about how to begin...
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Your Questions, Answered Gifting Limits

Your Questions, Answered: Gifting Limits

January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
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Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions can be a...
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How to Select a Philanthropic Organization to Support

January 3, 2021
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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Your Life Simplified - Over-Sharenting_How to Protect Childrens Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
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A Season of Gratitude & Giving

A Season of Gratitude & Giving

November 17, 2020
As we approach the holidays and gather with family, feelings of gratitude and sharing often arise. In thinking about...
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Your Life, Simplified

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