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How We Became Lake Ridge Bank

We knew right from the start that one of the most important decisions we would need to make was what to name our new bank.

While leaving an inheritance is not a new concept, Baby Boomers have developed some trends around the practice that distinguish them from their parents and the giving habits of previous generations. These creative strategies enable the gifter to do all they can to give a little extra and enjoy the process along the way. We delve into several such strategies here.

If you are already making regular contributions to a cause and/or plan to initiate a large gift in the near future, we recommend having a conversation with your wealth advisor. By approaching your charitable giving strategically, you can make your money go further to create a bigger impact.

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Wealthways Podcast

Wealthways is a casual, weekly conversation centered around female empowerment, moving upward, and all things wealth. Listen in as guests explore their own definitions of wealth – be they in terms of money, experience, wisdom, or any other multitude of things – and their personal journeys to achieving it.