If you are part of the sandwich generation, chances are you have significant demands on your time.

You’ve established your philanthropic intentions, set your charitable goals, and are ready to start making an impact. Now what? It’s time to learn some charitable giving basics, so you can make the most of your dollars and understand where philanthropy fits in with your overall Private Wealth Design.  With that said, we’re going to hit on 3 charitable giving strategies that are often forgotten but can help maximize your financial opportunities. Let’s dive in.

Knowing what you are earning at work is pretty transparent – knowing what’s going on inside of your investment portfolio is a different story for many busy professionals. Ideally, you should keep tabs on this throughout the year to see if estimated taxes need to be paid, but I’m a realist.

Do you know how much to save for college? Here’s how much you should save, how to start, and how to talk to your kids about higher education.

*The following article was contributed by Greg Maddox, Senior Business and Exit Advisor at Cultivate Advisors Every business owner will exit at some point, and we all hope it will be on our own terms and timeline. However, only 20% of those who try to sell actually do. Well, why is that? Most business owners aren’t actually preparing their business for a sale.

Have you seen the price for private and even public universities lately? If so, it’s likely you experienced a bit of sticker shock. The national average net price increase for the cost of attendance is bordering on 5% for both private and public universities in recent years, so this is a common challenge many families are facing.  Despite the temptation to bury your head in the sand it’s worth facing the fact that college is still very much worth the investment.

Most business owners will agree: scaling a profitable business is not easy. It takes a strong vision, sufficient capital, the right leadership and great talent to build a valuable business asset. Even if you never decide to sell, creating a profitable business asset is an incredible way to build wealth. However, many business owners lack the right playbooks and resources to unlock the wealth trapped in their business.

If retirement is on the horizon for you or if you have already taken the leap, you may have amassed savings and wealth but aren’t sure how to go about living off of that in retirement. Moreover, you may not have thought about “sequence of return risk”.