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A glass jar filled with coins and a few bills, labeled "Charity" with a red heart above the letter "i", stands on a wooden table—a humble testament to charitable giving.

Intentional Charitable Giving – What’s your Plan?

July 1, 2019

For many, charitable giving goes beyond the occasional donation of outgrown clothes or household items and becomes a lifelong mission.  However, as with everything else, winning requires planning. The positive impact of your charitable dollars is highly dependent on a winning strategy. To take your charitable giving to the next level this year, consider these mechanisms. The Charitable Remainder Trust – This neat tool allows you to gift cash, stock, or property to the trust

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The cover of the book "The Other Talk: A Guide to Talking with Your Adult Children About the Rest of Your Life" by Tim Prosch, featuring an image of three adults and one child in casual clothing playing by a shoreline. An AARP logo is also present, emphasizing the importance of having "the other talk.

Book Review: The Other Talk – A Guide to Talking to your Children About the Rest of your Life

July 1, 2019

“The Other Talk,” published in 2014, plays on the familiar concept of the birds and bees parent-child discussion to evoke a new context: preparing for the difficult decisions often faced as one ages.  While the first “talk” is an important milestone for parents as they guide their children through adolescence and into adulthood, “the other talk” encourage parents to talk again, later in life with their adult children about financial, healthcare and end-of-life decisions as

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A glass jar filled with rolled-up U.S. dollar bills, including a visible $100 bill, sits on a wooden surface against a wood-paneled background. The jar, reminiscent of a health savings account, is secured with a metal clasp.

Making the Most of Your Health Savings Account

June 21, 2019

What’s a Health Savings Account? A health savings account (HSA) is a tax-advantaged medical savings account available to U.S. taxpayers enrolled in a High-Deductible Health Plan (HDHP). HSA deposits are made pre-tax and may be drawn at any time to pay qualified medical expenses without federal tax liability or penalty. Unlike company-owned health reimbursement arrangements, HSA accounts are owned by the individual. In addition, unused HSA funds can roll over from year to year and

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A pair of hands form a protective gesture over a chalk drawing of a house on a blackboard. The simple house, complete with door, window, and chimney, is surrounded by blue lines representing rain and yellow lines suggesting sunlight. This image evokes the warmth and security that charitable deductions can help provide to those in need.

Protect your Charitable Deductions at Tax Time

June 19, 2019

Charitably-minded investors have a new priority to shoulder: protecting their charitable tax deductions. Since the Tax Cuts and Jobs Act of 2017 did not directly address donation deductibility, few realized the new law could directly impact the tax treatment of their giving. The legislation increased the standard deduction to $12,200 for single taxpayers and $24,400 for those married filing jointly in 2019. Since the new tax law also imposed limits to other popular itemized deductions

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A woman with gray hair smiles while leaning against a white wall. She is wearing a gray, striped jacket with buttons. The background contains soft, blurred light coming through unseen windows.

The Wealth of Life: It’s more than money! – podcast

October 29, 2018

In celebration of SYM’s 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we’re featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word “legacy,” taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can leave for our families, friends, communities, and the generations that will

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