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Wealth & Lifestyle Philanthropy Enjoy Grow Build

Thinking About Philanthropy

| 6/6/18 3:33 PM

"I probably should" is an answer that I hear quite often when I ask "Are you serving on a nonprofit board?"My title, VP Philanthropic Services, opens up the dialogue with strangers on airplanes, and I do feel like an evangelist for the nonprofit sector. My motivation comes from the transformation that I have seen in people who add nonprofit work to their lives.

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Cyber Security Grow Build

Tax planning – Cyber Security Edition: Spring 2018

Keep your data cyber safe

Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” The Internal Revenue Service could now add a third certainty, “scams,” to this quote because of the increasing attempts to swindle taxpayers. When Franklin originally penned this in his letter to French physicist Jan-Baptiste Leroy, the United States Postal Service was only 14 years old and mostly delivering mail..

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Cyber Security Grow Build

Financial Abuse of Elders – Know the Warning Signs

Electronic exploits have many names: phishing, smishing, social engineering, etc. And we are all targets of these scams. Especially during seasons that involve finances, such as the Holiday Season, see: Holiday Shopping Cyber Security Tips and Tax Season, see: Tips for This Tax Season – Cyber Security Edition.

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