by Drew Clark | Jan 24, 2023 | Uncategorized
It’s no secret that the world is hurting right now, and our little piece of it here in the U.S. is not immune. I don’t feel capable of listing all of the difficulties many of us are currently facing because we all have our own unique challenges. (Writing those words... 
by Drew Clark | Jan 18, 2023 | Uncategorized
After writing about how my passion for bald eagles helps me reset, I realized I get a similar reprieve from the two trailcams I put out in my backyard. I live in a town of roughly 20,000 people, a mostly residential community that is a suburb of Albany NY. Due to some... 
by Drew Clark | Jan 12, 2023 | Uncategorized
Lately there has been a lot of focus in the news around mental health. It is certainly an important topic and deserves the attention it’s being given. This often leads to conversation around work/life balance and how we all get through the day. Now, I have to admit I... 
by Drew Clark | Dec 20, 2022 | Uncategorized
Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and wealthy individuals are instead taking... 
by Drew Clark | Dec 15, 2022 | Uncategorized
Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular until the 1990s. DAFs act as vehicles for... 
by Drew Clark | Dec 12, 2022 | Uncategorized
The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move. Giving to a charity before the end of the... 
by Drew Clark | Nov 28, 2022 | Uncategorized
While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged to use the day to support charities and social causes, along with encouraging... 
by Drew Clark | Nov 22, 2022 | Uncategorized
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances: Generational wealth transfer-... 
by Drew Clark | Nov 17, 2022 | Uncategorized
If you’ve been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a near-stranger can be an... 
by Drew Clark | Nov 15, 2022 | Uncategorized
An encore entrepreneur is a person who starts a new business or venture after age 55. They represent more than half of all business owners in the U.S., and for a good reason.1 These entrepreneurs have decades of work and life experience that may make them especially...
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