Does Money Have a Hold on You?

Posted by Archetype Wealth Content Team on August 10, 2020

Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of life, it has the potential to ruin our lives. The irony of money is that we believe: If we had more of the very thing that has power over us, then we will somehow take...

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Be Inspired By Giving

Posted by Chip Brackley on July 1, 2020

Can you recall a time when you received an unexpected gift? Maybe you were in need at the time, or possibly it was something totally unexpected? Thinking back on situations like these, what is it that you remember? Was it the gift or the feelings and emotions you...

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Tax Break for Charitable Donations in New COVID-19 Stimulus Bill

Posted by Archetype Wealth Content Team on March 26, 2020

New information has come out about the relief package the Senate passed in response to the COVID-19 outbreak. There are many provisions in this 900 page bill but one of the overlooked provisions is a universal tax break for charitable donations for the 2020 tax...

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What is the ideal giving model?

Posted by Archetype Wealth Content Team on August 28, 2019
Charitable giving is an important and significant investment for many of our clients. With giving season just around the corner, we wanted to take a look at the current nonprofit landscape and share the best practices that we learned from philanthropic experts...
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5 Steps to More Meaningful Giving

Posted by Archetype Wealth Content Team on August 27, 2019

We recognize that charitable giving is an important and significant investment for many of our clients. We strive to provide both wisdom and resources to help them better navigate the current, often overwhelming, nonprofit landscape. To that end, we humbly present...

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Sustainable Investing as a Conversation Starter with the Next Gen

Posted by Peter Roselle on August 7, 2018

Our clients often ask us for advice on helping educate the next generation about investing principles.

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