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How to start planned giving under 40

Remember learning about how to set up a budget, apply for loans, and be financially literate?

If you’re scratching your head right now thinking, “No, um, I actually don’t,” then don’t worry, you’re not alone. We learn all about math, science, literature, and maybe even art during school but few of us actually had a class dedicated to personal finances.

The result? You might be really good at finding the area under a curve or distinguishing syntax from diction, but putting a budget plan together or deciding how to financially support causes you care about can feel like the equivalent of assembling a new dresser and nightstand from a certain nondescript Scandinavian furniture company...

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