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Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
On April 2nd, President Trump’s announcement of new tariffs triggered a global equity sell-off. In their current form, they will affect nearly all U.S. trade. The speed and scale of these trade actions have been stunning. Using the President’s first term as a point of reference, tariffs were levied about 14 months into the term, […]
Clifford Swan
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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