From Success to Significance: Opportunities After a Major Financial Milestone
Life’s big milestones cover a lot of ground! Some are deeply personal, such as welcoming a grandchild, retiring after a long career, or celebrating a … Read More
News & Stories
Early Birds, “Bunching,” and Planning for Year-End
When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important to … Read More
A “Big” Inheritance May Not Be All Financial
Welcome to the Great Wealth Transfer! This much-cited era, happening right now, is reportedly the time when trillions of dollars will pass from one generation … Read More
Bunching Charitable Gifts, Year-End, and Getting Ahead
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and … Read More
Worth a Read: Moving From Charitable Transactions to Charitable Strategy
At The Community Foundation of Frederick County, our team keeps an eye out for helpful sources and reading material to help you more easily stay … Read More