Giving

Many of our clients enjoy making charitable donations, whether it’s paying tithing or supporting a local nonprofit. But what many people don’t realize is that how you give can make a big difference, both for the organization you support and for your own financial...

Do you love your business so much that you never want to sell it? If so, congratulations—that’s a rare blessing. However, one day you will be forced to leave it whether you want to or not. That departure could be triggered by any of what we call the 5 Ds: death,...

We all want a fulfilling life, but fulfillment doesn’t come automatically with greater wealth. In fact, continuously building wealth could increase your anxiety. As Morgan Housel said in The Psychology of Money: "The hardest financial skill is getting the goalpost to...

I’m so proud of my partner, Ron Leavitt! Click here to listen to his recent radio interview with Joanna & Sean on Sunny 106.5 about his role as the site manager for the Giving Machine at the District at Green Valley Ranch here in Henderson. The Giving Machine is a...