The Benefits of Charitable Giving
How Giving Back Can Affect Your Finances, Your Legacy, and Society.
Staying Vigilant Against Diminished Capacity and Financial Exploitation
Elder financial abuse is a growing and underreported issue. In 2023 alone, older adults lost over $1.1 billion to scams, according to the Federal Trade Commission.
Summer Reading (and Listening) Picks from the Kimelman and Baird Team
What Multigenerational Planning Means to Us
Our FinLife process allows us to get to know our clients on a deeper level, and we always discuss legacy from our very first conversations.
K&B 2024 Year in Review
Looking ahead to 2024, we approach the year with cautious optimism. Our commitment to our clients financial well-being remains steadfast, and we are dedicated to helping you achieve your investment goals.
