Category Archives: Financial Planning

The Flexibility of Funding a Donor Advised Fund

Donor Advised Funds (DAFs) have long been lauded as excellent tools for those seeking to increase and manage their amount of charitable giving. A DAF is an account used by […]

Are your legal documents in order?

As you hunker down and focus on the health of your families, your loved ones, your neighbors, and the nation, as a whole, it is an opportune time to review […]

College Costs: Unexpected Stats about Saving (Part 2)

Mistake 1: Paying taxes on college saving income   At Ambassador Advisors, we want you to take advantage of tax-free growth opportunities for college savings.   23% of students attend […]

College Costs: Unexpected Stats about Saving (Part 1)

One of the heftiest costs continuing to skyrocketed in our society is college. Higher education is often a requirement for many careers and provides important learning opportunities for students, so […]

If You Teach Them To F.I.S.H…

…Sustainable financial futures for nonprofit organizations of all kinds can be accomplished.  In today’s landscape of dwindling giving and decreased interest, in general, long-term sustainability depends on, first, a full […]

Donor Advised Funds: A Benefit To All

At Ambassador Advisors, we understand that—although it’s not the primary motivation—making a charitable donation wisely can provide a degree of financial benefit. We know that our clients have short-term and […]

‘Women and Wealth’ Study

Although early legacy planning is imperative to all, it is becoming increasingly evident that women, in particular, need to get more involved in long-term financial and estate decisions early on. […]

Choosing an advisor who values what you value

If you’re looking for some guidance in the area of your finances, you may benefit from finding a financial advisor to help you navigate decisions ahead. But what are important […]