It can be hard to see the good in people as heartbreaking exceptions seem to dominate modern life, but it…

Retirement planning no doubt is an important discussion topic during client meetings every year. In recent months, though, you may…

Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act…

Especially over the last few years as social consciousness has increased, many of your clients have no doubt become more…

The millennial and Gen Z generations now make up over half of the U.S. population. They will be the beneficiaries of one…

It is my great honor to stand before you as we celebrate five years of the Foundation for Delaware County…