Broker Check

Charitable Giving

The last “cylinder” in the V8 Tuneup is by far the most important - but least likely to have definitive answers. This deals with what YOU want from your money.

  • What’s important to you about YOUR money?
  • How do YOU want to see your money used?
  • How do YOU want your money to make a difference in your life, or in the lives of others?

Let’s get a dialogue going... As regards to your money, Do you want to:

  • Use your money in exciting ways? Want to buy things, experience things, go places and do stuff you’ve always wanted to do? Or...
  • Create a legacy for your spouse and kids when you die? Or...
  • Want to give away a bunch of it to your kids and grandkids so you can see and shape how they use it? Or perhaps give it to a charity? Or...
  • How about all of the above?

As advisors, it’s important that we discuss our clients’ dreams and aspirational goals, such as:

  • Do you have unfulfilled financial goals?
  • What hobbies do you enjoy?
  • Do you want to spend more time with loved ones?

These are the types of decisions that can add real meaning and legacy to one’s life. We are passionate about helping you explore your dreams. Let’s work together so we can jump-start your financial engine to live your best life now, and in the future.

Meaningfulness: The very best plans – and these are rare but are certainly obtainable – support an additional objective that many people know they’re missing but can’t put their finger on: meaningfulness, or the state of being or living a meaningful life. These plans don’t make “happier” their main objective. They strive to support a more purposeful, satisfying lifestyle that’s more personal, authentic and introspective.

Some Key Differences between a Happy Life and a Meaningful Life

Being happy and finding life meaningful overlap, but there are important differences. A recent Stanford University survey revealed:

  1. Satisfying one’s needs and wants increased happiness but was largely irrelevant to meaningfulness.
  2. Happiness was largely present-oriented, whereas meaningfulness involves integrating past, present, and future. For example, thinking about the future and the past were associated with high meaningfulness but low happiness.
  3. Happiness was linked to being a taker rather than a giver, whereas meaningfulness went with being a giver rather than a taker.
  4. Higher levels of worry, stress, and anxiety were linked to higher meaningfulness but lower happiness.
  5. Concerns with personal identity and expressing the self contributed to meaning but not happiness.
Learn more