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Wealth Management Articles

United Way Pacesetter 2023-2024

We’re a proud Pacesetter company for @United Way of Lee, Hendry, and Glades! Our small yet mighty team ranked 10th out of 175+ companies with a total committed donation of $81,824 for the fiscal year 2023-2024. United Way hopes to fund 262 programs in over 96 local United Way partner agencies with funds raised from […]

Humanizing Food Insecurity: How a SWFL Food Bank is Making Waves 

Humanizing Food Insecurity: How a SWFL Food Bank is Making Waves  The Holiday season brings thoughts of gratitude and giving. What better way to act on those feelings than to contribute to a prominent community charity? Harry Chapin Food Bank (HCFB) is just that, feeding “a quarter of a million people each month” within the […]

Family Philanthropy: Multigenerational Dialogue Widens Positive Impact

Family Philanthropy: Multigenerational Dialogue Widens Positive Impact At its core, family philanthropy incorporates just that: family and philanthropy. This means that a large part of the practice involves familial ties and relationships, which can be tricky to navigate at times, but can also allow for more effective planned giving and estate planning. Thus, building and […]

Spotlight: Providing HOPE in Our Community

Spotlight: Providing HOPE in Our Community Mental illness is a pervasive issue that affects millions of people worldwide. In the quest to find innovative solutions to support those living with mental health challenges, organizations like the HOPE Clubhouse have emerged as beacons of hope. Their unique approach to mental illness care is making a significant impact on the lives of […]

Securing Your Legacy: The Importance of Estate Planning

Securing Your Legacy: The Importance of Estate Planning After working diligently to amass your wealth and create a comfortable life for yourself and your loved ones, it’s easy to push off a crucial aspect of your financial strategy: estate planning. In honor of National Estate Planning Month, we delve into the signifi cance of estate planning, emphasizing […]

Disaster Preparation Checklist: Do This Now

Disaster Preparation Checklist: Do This Now Tornadoes, hurricanes, floods, wildfires, tsunamis—these are a few examples of disasters that have required evacuations. In some of these situations, people may have very little time to prepare to leave their home. Here in Florida, hurricanes are typically anticipated and we may have a day or two to prepare. […]

When Philanthropic Planning Goes to the Dogs and Benefits the Community

Financial planning goes beyond caring for yourself and your loved ones. Including philanthropy into your planning portfolio will extend caring and comfort into your community and support the causes that you are passionate about. Carol Beesley put this into action founding Beesley’s Paw Prints, a United Way of Lee, Hendry, Glades and Okeechobee collaborative.