Wealth Management

How to Navigate the Complex World of Charitable Planning

August 25, 2023
Charitable, Greg Van Wyk, Wealth Management

Imagine finding yourself in a labyrinth of choices, each turn representing a different avenue for doing good in the world. Yes, charitable planning can feel precisely like that—a complex maze. Yet, when navigated skillfully, it serves as a powerful vehicle for meaningful impact. Not only does it enable you to leave a lasting legacy, but structured giving also offers tangible financial benefits, turning the complex planning into a rewarding endeavor. Whether you’re a philanthropist at heart or a pragmatist looking to make the most of tax benefits, you’ll find invaluable insights in this article. We’ll delve into the evolving trends of philanthropy, explore the intricate legalities and tax implications, and even offer expert navigation tips to guide your charitable journey. Let the voyage begin! The Changing Landscape of Charitable Giving: From Tradition to Modernity Charitable giving is as old as humanity itself, but how we give has evolved substantially. Historically, philanthropy often took the form of alms or community support.… Read More »How to Navigate the Complex World of Charitable Planning

The Essential Role of Wealth Management in Your Life’s Major Events

August 25, 2023
Finance, Greg Van Wyk, Wealth Management

Imagine standing on the threshold of life’s next big adventure. Maybe you’re about to say “I do,” welcome a newborn, purchase your dream home, or perhaps you’re on the cusp of retirement. These aren’t just Instagrammable milestones; they’re pivotal moments that come with significant financial ramifications. To navigate these life milestones with ease, you need more than just good fortune; you need robust financial planning. This is where the importance of wealth management comes into play. In the following article, we’ll delve into the vital role that wealth management serves during these pivotal stages in life, outlining everything from what counts as a major life event to why wealth management could be your financial backbone. A Life Full of Milestones: What Constitutes Major Events Life is a series of chapters, each with its own set of financial implications. Major life events like marriage, the birth of a child, purchasing real estate, and retirement are just a few examples. These milestones… Read More »The Essential Role of Wealth Management in Your Life’s Major Events