Whether you are intentional or not, you are creating your own personal and family legacy. Your legacy is what you leave behind when you pass on, and it reflects all the good you have done in this world. One of the measurable components of your legacy...
Gregory Doepke, CFP®, CAP®
Recent Posts
July
11
2018
You are retired. Congratulations! It has been a long time coming, and you are now enjoying your new freedom, flexibility and options as to how you spend your days. You may be spending time with your grandchildren, traveling, pursuing a new passion or...
April
18
2018
With the passage of the 2017 Tax Cuts and Jobs Act (TCJA), there are changes that impact charitable giving. More specifically, individual donors and nonprofits can leverage TCJA to make smarter philanthropic contributions with the Qualified Charitabl...