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Robin Young Featured on | How to ‘Pop the Question’ About Charitable Giving

"Research shows that people want their professional advisors to ask them about charitable giving. And sooner rather than later. The “U.S. Trust Study of the Philanthropic Conversation,” conducted in partnership with The Philanthropic Initiative, showed that virtually all high-net-worth people think this discussion should happen within the first several meetings with an advisor. A third think the topic of charitable giving should be raised in the very first meeting. Yet fewer than half feel their advisors are good at discussing personal or charitable goals with them.

Wondering how to start a conversation about charitable giving with your clients? Or looking to refresh it?

As part of an ongoing series, we’re asking some of New Hampshire’s most well-respected professional advisors how they “pop the question” about charitable giving.

Click here to read the original article by Lois Shea on

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Robin Young article featured on Financial Poise | Advice for Recent Widows: Six Steps You Can Take for Peace of Mind

This article, recently published on Financial Poise, features the advice and expertise of our President and CEO Robin Young!

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If you were recently widowed, you are likely feeling a range of emotions and are overwhelmed by the prospect of managing things on your own. Advice for recent widows will range from person to person, but the tax, estate and financial implications of this very big life change can crush the sense of competence in even the most educated and organized person. It’s normal to feel overwhelmed by just thinking about the practical aspects of a loved one’s passing.

See the full article on Financial Poise

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