Closing the Information Gap

We publish our deep work to turn complex knowledge into actionable insights—designed specifically for independent advisors and the private clients we serve.
Cinematic view of a modern library archive with organized binders in gold and plum, symbolizing Taxevity's structured educational curriculum.
A philanthropic piggy bank allowing a magnet to receive charitable donations.

Andrew Carnegie: Distribution | Will Power quote 69

“I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution.” Andrew Carnegie Accumulating wealth does not bring the same long-term happiness and fulfilment as distributing wealth. Andrew Carnegie believed in what he called “The Gospel of Wealth”: those fortunate enough to accumulate wealth…

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Three gears with a dollar sign on them representing the power of a charitable donation.

Austin O’Malley: The Only Lubricant | Will Power quote 68

“Charity is the only lubricant that keeps the axle of the world creaking.” Austin O’Malley Just as oil helps keep an engine running smoothly, charity helps the wheels of life turn. Whether volunteering at your local soup kitchen, donating money to a cause that matters to you, or simply offering…

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A group of smiling medical students, residents and fellows in an operating room, protected with insurance.

Insurance For Medical Students, Residents and Fellows

As a medical student, resident or fellow, you have studied plenty. You know about physical health and mental health. How much do you know about financial health? Financial hardship impacts health.

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An MRI machine ready to test a medical student, resident or fellow for a critical illness covered by insurance.

Critical Illness Insurance For Medical Students

Key Question for Medical Students You’re focused on your studies, but have you thought about how a serious illness could impact your financial future before you even start practicing? Is there a way to get crucial protection now, even with limited income? What if you have a cancer, heart attack,…

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A row of medical files and supplies on a shelf, emphasizing the need for business overhead expense insurance.

Business Overhead Expense Insurance For Medical Students

Key Question for Medical Fellows You know you need disability insurance to protect your future income. But what happens to your business expenses if you open your own practice and then get sick or injured? How do you ensure your practice can survive while you recover? When you’re disabled, your…

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A heart-shaped cup of coffee held lovingly by two philanthropic hands.

Dorothy Day: Warm | Will Power quote 67

“Charity is only as warm as those who administer it.” Dorothy Day Charity is about much more than donating cold cash, shares, or bonds. Whatever the causes we support, our desire to give comes from the warmth of our hearts. We can create meaningful change through our philanthropy and volunteering.…

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a visual showing how to decide when to donate life insurance for philanthropy.

The Pros And Cons Of Donating Life Insurance To Charity

Key Question for Donors You want to make a significant gift to charity, and you’ve heard that life insurance can help. But what is the best way to structure your donation to maximize the benefit for both the charity and your family? Life insurance helps you leave a legacy of…

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application form for health or life insurance.

How To Prepare For Your Life Or Health Insurance Application

Key Question for Canadians You’re ready to apply for life or health insurance, but what information do you need to have on hand? How can you prepare for your application to save time and ensure the process goes smoothly? Preparing saves you time and gets you better results.  You can’t buy…

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An adult supporting a child learning to ride on a bicycle.

Harold S Kushner: Being Kind | Will Power quote 66

“Being kind to others is a way of being good to yourself.” Harold S Kushner Kindness is a selfless act without expectations or conditions. How do you interpret the quote from Harold S Kushner? When we are kind to those around us — family, friends, colleagues, or strangers — we…

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