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Information about Estate planning and old glasses
Estate Tax Planning Strategies: Everything You Need to Know
Do you need to be thinking about estate tax planning strategies? Learn...
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Charitable Contribution money
What is a Donor-Advised Fund? Tips to Give Smarter.
What is a donor-advised fund? Can it help you leave a legacy of giving?...
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One tenth or tithe is basis on which Bible teaches us to give one tenth of first fruit to God. coins with Holy Bible. Biblical concept of Christian offering, generosity, and giving tithes in church
Investing With Purpose: How Faith-Based Investing Works
Faith-based investing is a strategy for investing in opportunities that...
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Diverse Male and Female Warehouse Inventory Managers Talking, Using Laptop Computer and Checking Retail Stock. Rows of Shelves Full of Cardboard Box Packages in the Background
What is a Buy-Sell Agreement? | A Guide for Business Owners
If you're a business owner, a buy-sell agreement is essential for protecting...
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Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora
In this episode of You Can’t Take it With You, Melissa Komora, Vice...
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The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen
In this episode of the You Can’t Take it With You podcast, our very own...
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Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy
In this episode of the You Can’t Take it With You podcast, Ralph Serpe,...
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The You Can’t Take it With You Podcast
Did you know that our own Jim Dunlop is now a podcast host? The You Can’t...
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US Individual income tax return
Top Tax Strategies for Your Long-Term Success | Advent Partners
Don't just save on taxes today, plan for future savings as well. Discover...
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Writing a donation check to a charitable organization
Charitable Contributions: How to Maximize Your Tax Benefits
Give wisely with our free charitable contribution planning tips. Discover...
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Advent Partners Spotlight: Jamie French
Each month, we spotlight a different member of the Advent Partners team...
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Advent Partners Spotlight: Jim Dunlop
Each month, we spotlight a different member of the Advent Partners team...
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What is a Certified Kingdom Advisor®?
A Certified Kingdom Advisor® (CKA) is specially trained to give you financial...
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Advent Partners Spotlight: Lindsey Kolaric
Each month, we spotlight a different member of the Advent Partners team...
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When to Start Your Child’s 529 Plan
If You Can Afford Daycare, You Can Afford College
There’s crazy pressure on parents these days. From 1965 to 2012 the amount...
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