Insights

By: Abbey L. Henderson CFP® RLP® CPCC® CEO, Wealth Advisor, & Coach – It’s the season of giving, and as a financial advisor, I appreciate that my clients want to take a thoughtful approach to their philanthropy. It’s important to them for the money they give to make a real differe …

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

Abbey Henderson, CEO & Wealth Advisor of Abaris Financial Group, talks about family philanthropy and how to create your own family philanthropy board for charitable giving    

By Abbey L. Henderson, CFP®, RLP®, CPCC®, Wealth Advisor – Have you prepared for your estate to be passed on? You may be thinking, “Of course, I have a will prepared!” However, there’s more to estate planning than a will – and the more planning you do now, the easier it will be for your …

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Abbey Henderson, CEO & Wealth Advisor of Abaris Financial Group, talks about one of her favorite charities, NEADS Inc., based in Massachusetts, which provides world class service dogs to veterans with PTSD, children with autism, people with hearing disabilities, and people with physical …

Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process. 

Here at Abaris Financial Group, supporting our local community is one of our core values. We find that it draws our team closer together as it gets us talking about things that are important to us. We discover each other’s core values and what we want to do to make a difference, whether it’ …

Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact: