With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become more popular. To uncover how donor advised funds can benefit you and to better your financial plan, we brought on expert Elizabeth Goldstein from the Jewish Federation of Greater Washington.
For more information on opening a Donor Advised Fund at Federation’s United Jewish Endowment Fund, contact:
Elizabeth Goldstein, Esq.
endowment@shalomdc.org
301-230-7228
The United Jewish Endowment Fund (UJEF) is the planned giving and endowment arm of The Jewish Federation of Greater Washington. UJEF provides you with the opportunity to establish a legacy that will shape and improve Jewish life for generations. Gifts to UJEF can be made outright during the donor’s lifetime or through one of the planned giving vehicles. Your gift can be added to an existing endowment fund or create a new fund to support a specific field of interest, the annual campaign or unrestricted needs. UJEF allows our community to maintain a permanent, self-sustaining source of income to support existing programs of Federation and to develop new approaches to address emerging needs here and overseas.
More information about UJEF funds, gifts and programs.
Join us on this week's episode of Launch Financial with Ashley and Brad as they discuss the new IRS tax deadline extension and federal reserve meeting. There is tons of information to unpack, so tune in for the details!
Want to know how to prepare for this year's spring housing season? Join on us this week's episode as we are joined by senior mortgage consultant, Jody Eichenblatt.
Jody Eichenblatt (NMLSR# 181198) is a Senior Mortgage Consultant with over 18 years of experience in the mortgage industry holding a license in Virginia, Maryland, the District of Columbia and Florida. Jody’s professional service is founded on delivering the best possible customer experience for his clients and partners.
Whether you are a first time homebuyer or seasoned refinancer Jody understands that each transaction is unique and special and treats it as such. Listening to his clients objectives and clearly communicating all of the available options is what makes Jody a success.
Jody graduated from the University of Maryland Robert H Smith School of Business with a MBA, and a BS in Marketing and Logistics. In his free time Jody enjoys running, hiking, biking, traveling and most of all spending time with his wife Kim, son Ryan daughter Taylor and mini Aussiedoodle Teddy.
Join us on Launch Financial with Ashley and Brad as they discuss where the market lies a year after COVID-19 has begun. Following the major crash last March, we have seen the economy recover stronger than ever with record highs 12 months later.
Join us on this very special episode of Launch Financial as we are joined by special guest, David Pearl. On this episode, David provides the audience with some great tips and advice on how to have those difficult and often times awkward, money conversations with your significant other.
The home-buying and real estate market has seen a drastic shift due to the impacts of the coronavirus pandemic. Join us as we unpack these new trends with realtor, Cara Pearlman.
Cara draws on deep knowledge of the local real estate market and more than a decade of industry experience to counsel each client through buying or selling a home. She is well versed in the art of negotiation and serves as a powerful advocate for first-time home buyers and luxury-home sellers alike.
Cara recognizes that a successful real estate practice is a team effort, so she has assembled a network of trusted partners, including lenders, home inspectors, and settlement attorneys. In everything she does, Cara keeps her clients' best interests at heart.
Cara began her real estate career in 2003 and was honored in 2010 as one of Realtor Magazine's "30 Under 30." She was also named as one of Washingtonian's Best Agents in 2016, 2017, 2018, 2019, & 2020. She is licensed in Maryland, D.C., and Virginia. She lives in North Bethesda with her husband, two children, and two dogs. In her free time, she loves to cook and attend spin classes. If you have any questions or want to further discuss the conversations in today's episode, please reach out to us at info@shermanwealth.com.
Are you crypto-currency's newest investor? If so, you don't want to miss this episode of Launch Financial with Ashley and Brad. On this week's episode, Ashley and Brad talk everything crypto, from the recent craze and all the news surrounding it.
Join us on a very important episode of Launch Financial with Ashley and Brad as Brad unpacks the Gamestop drama and explains heavily shorted stocks to the audience.
We are joined by David Pearl, LCSW a psychotherapist and consultant who specializes in treating professionals, couples, performing artists and athletes. Together we will explore tips and advice on the money conversations you should be having with your significant other and when entering a new relationship. When two people with different backgrounds, risk tolerances, and views on money begin to merge their lives, things can get messy. David will walk us through how to make those situations lighter and easier on your relationships.
A little about David, he aims to provide a safe and supportive environment to strengthen self-esteem and facilitate more meaningful connections with family, friends, professional colleagues, or teammates.
David obtained his Master’s degree from The Silver School of Social Work at NYU and his Bachelor’s degree in Human Development and Family Studies from the University of Wisconsin-Madison. He is formally trained in Acceptance & Commitment Therapy (ACT), and has certifications in Imago Relationship Therapy and Prepare/Enrich Premarital and Marital Counseling. David is dual licensed in New York and Tennessee, and works with clients on an ongoing basis in both locations.
Prior to founding Music City Psych in Nashville, TN, David provided psychotherapy and performance coaching at Union Square Practice in NYC, counseling to individuals, couples, and families struggling with hematologic cancers at Mount Sinai Hospital, as well as psychodynamically oriented individual and couples counseling at The National Institute for the Psychotherapies (NIP).