International Women’s Day is March 8th. The theme is #EmbraceEquity. For more information on this global event, visit https://www.internationalwomensday.com/. SWMG believes in supporting women and families by empowering women through financial literacy. Some women manage household cashflow / balance the checkbook, some serve as the lead in financial decision making, and others have little to no involvement in …
Charitable Giving
Donor Advised Funds
The Donor Advised Fund (DAF) has increased charitable giving over recent years. DAFs are not new; apparently, they have been around since the 1930s, and grew more popular in the 1990s. DAFs allow you to make charitable contributions to a fund you set-up with a public charity, then recommend grants from that fund over time. …
Financial Gift Guide
This is a blog about money and therefore a financial gift guide will come in handy. Ok, readers, I have scoured the Internet for a financial gift guide to deal with our favorite topic, money. These are for people who want to learn about money, like money, or want a financial gift guide that relates …
Gifting Limits
Gifting Limits All this month, I’ve been talking about debt. So why is this blog talking about gifting? Well, here’s my thought train: let’s say you have some debt and your parents or your grandma or your favorite aunt gives you some money to pay it off. Just, out of the goodness of their heart …