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Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
Most families we work with don’t need more accounts; they need the right ones, used in the right way. You may have noticed recent headlines about Trump Accounts, a new federal savings program launching on July 5, 2026, designed to help children build long‑term financial security. Whenever something new like this appears, clients naturally wonder […]
Imagine being tasked with investing the wealth of a family whose future generations depended on it, or a foundation with a critical social mission. Where would you start? You might start with the principle of diversification to reduce portfolio risk. You might also favor high-quality businesses—specifically those that will remain important to the economy and […]
Daniel J. Mintz
Philanthropy is top-of-mind for many of our clients during the holiday season. In this theme, we are pleased to republish an article that Ken Dike, our Executive Director of Planned Giving Services, wrote for one of our nonprofit clients. Ken explains the differences between charitable gift annuities and charitable remainder trusts and answers common questions […]
Kenneth H. Dike
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, and encourage retirement savings*. Surviving spouse of the deceased owner, Minor child of the deceased owner, Disabled person, Chronically ill person, and a Person that is not more than ten years younger […]
Kenneth H. Dike
“Planned giving” is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infrequent and relatively large. They can be outright gifts that are made available to the charity immediately, or they can be deferred to be used by the charity at a future date. […]
Kenneth H. DikeNext Up
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