Sep 5, 2023 | Recent News
Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the end of 2022, SECURE 2.0 is 130 pages long; overall, its purpose is to encourage more retirement savings through vehicles like employer-sponsored...
Sep 5, 2023 | Recent News
Our hearts go out to the people of Maui—and all of Hawaii—in light of the tragic fires that occurred early in the month. By all accounts, those will take years, if not decades, to recover and rebuild from. Restoration costs are already estimated at $5.5 billion,...
Aug 17, 2023 | Recent News
Don’t forget that August is National Make-A-Will month. Even if your estate planning documents are already in place, this is still a good time to review your will, trust, and beneficiary designations to ensure that they still capture your financial and family...
Aug 17, 2023 | Recent News
Despite the recently-announced decline in 2022 charitable giving, we continue to hear inspiring stories from you and other fund holders and donors. We’re also hearing from more and more individuals and families who are not yet fund holders that they’re very interested...
Aug 17, 2023 | Recent News
Over the years, you’ve probably taught your young children, grandchildren, nieces, and nephews lessons along the lines of “share and share alike” and “better to give than to receive.” But how do you transition these lessons into more concrete instruction about...
Aug 16, 2023 | Recent News
NEW! Christopher and Maria Molden Fund CFNSV is grateful to Kit Molden for establishing the Christopher and Maria Molden Fund, which supports the Winchester Rotary Club’s charitable causes. It was a pleasure meeting Kit and learning more about his philanthropic...
