Estate planning basics last will and testament

Basic Estate Planning Concepts

Do you have an estate plan?  Don’t make the mistake of overlooking your assets because you think you don’t have any.  In fact, a basic estate plan is an important financial document for everyone to have.  If you are new at this, you need to understand some basic estate planning concepts.

Helping to Kindle Your Understanding of Estate Planning

At Henry V. Kaelber, CPA, CFP®, CGMA, we...

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venuture philanthropy puzzle pieces

Venture Philanthropy

In 1969, John D. Rockefeller III suggested private foundations could act as risk-takers.  He believed they should undertake “an adventurous approach to funding unpopular social causes,” which he described as venture philanthropy.

Today, venture philanthropy describes philanthropic models that go far beyond the writing of checks.  Instead, they often take a long-term view of what it...

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Folly of Impatience are we there yet

The Folly of Impatience

Have you ever gone grocery shopping or to a restaurant when you were really hungry?  How did that work out for you?  Did you suffer the folly of impatience?

Hungry people order more food than they can eat.  They are experiencing the “your eyes are bigger than your stomach” effect.  This reaction is so common that you’ve likely experienced this kind of impatience before.  It is...

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The Powere of Rigorous Thinking - The Thinker

The Power of Rigorous Thinking

“Everything should be made as simple as possible, but not one bit simpler.” - Albert Einstein, (attributed)

To what degree do we heed the advice of others and who do we find ourselves listening to?  How about choosing our investments, the best career move or the right specialist?  Or adapt to and navigate through uncomfortable times or challenges?  How do we evaluate new products,...

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