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I worked my way through college. Having a part-time job and working a lot of hours wasn’t fun, especially during mid-terms, finals, and summer breaks. But, thankfully, I was able to graduate without any student loan.  We are grateful to Carmin Dalziel, Executive Director of Northshore School Foundation, for inviting us to give a live presentation on charitable giving. We had a blast. What a great organization! Two of our partners attended Northshore schools. We think they turned out great... didn't they?  We do not provide legal or tax advice. You should consult their own legal or tax advisor. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.
To our friends who are tax and estate planning professionals, I hope you're enjoying the summer -- and staying cool and healthy. Here is a list of articles that caught my eye recently. I hope you find them interesting and helpful to your practice as well.  Warren Buffett, the Oracle of Omaha, once said to be fearful when others are greedy, and greedy when others are fearful.  The most recent downturn in stocks brought us to an official declaration that we have crossed the line denoting a 20% drop in the S&P 500 index and thereby entering an ‘official’ bear market. In truth we had been flirting with this number a few times already this year, but now it’s official.  “Life sucks!” I was shocked to hear my friend blurt this out over dinner. From the outside, his life seemed picture-perfect, as good as it gets for this middle-aged man – or anyone at any age.  |