Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing supportat a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
When Should I Use a Donor Advised Fund?
Donor Advised funds are ‘a waiting room’ for charitable donations. The donor gets a current tax deduction, pays fees to a custodian (for instance, .60% for first $500,000 by Schwab), and then later suggests when and to whom the money should go.