Tips for a Successful Year-End Financial Review
As the year draws to a close, it’s the perfect time to take a step back and review your financial situation. In this article, we will provide several tips that may help you begin the process of a year-end financial review.
Charitable Giving During the Holiday Season: Maximizing Your Impact
The holiday season is a time of joy, reflection, and generosity. It’s a great opportunity to engage in charitable giving, not only to spread cheer but also to make a meaningful impact on causes that matter to you and your family. This article delves into how strategic charitable giving involves thoughtful planning, understanding the various aspects of donations, tax benefits, and aligning your contributions with personal values.
Integrating Financial Wellness into Men’s Health Month
June is Men’s Health Month. While much of the focus during this month is on physical health and wellness, there are other aspects of wellness that contribute to overall health, such as finances. Discover how financial wellness integrates into Men’s Health Month in our latest article.
Gifting Stock Portfolios to High School Graduates
As high school graduation season approaches, many families are contemplating the perfect gift to commemorate this milestone. Discover why considering the unconventional gift of stock portfolios may be an option for your high school graduate.
Spring Cleaning Your Finances
As spring is a time of renewal, it serves as an opportunity to refresh your finances. Discover more about spring cleaning your finances in our latest article.
The History, Evolution, and Significance of Giving Tuesday
Service is one of Sendero’s core values. In alignment with that value, we are taking a moment to examine Giving Tuesday in our latest article.
Government Shutdown and What it Means
Every year, Congress must pass budget legislation for the next fiscal year by October 1st, consisting of 12 appropriation bills. Congress currently has not yet enacted any of the 12 bills that make up the discretionary spending budget for FY2024, meaning that a shutdown after September 30th is a real possibility once again.
Preparing Your Family to be Good Stewards
In our last legacy article, we examined what it looks like to be a good steward of your wealth. Now let’s look at building your legacy and what it means to strategically prepare your family to be good stewards.
Stewardship and Families
Stewardship has many definitions, making the topic seem overwhelming and sometimes leading to more questions than answers. Discover what it means to be a good steward in our latest article.
Cultivating Succession: Involving and Engaging Rising Generations in the Family Office
The continuity, vitality, and success of a family office hinge upon the active engagement of rising generations. Discover how cultivating succession can lead to a successful family office in our latest article.