Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Do your clients and prospects fully understand inflation, and what it means for their investments? Educate them with our latest article.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
If your clients are confused about how auto insurance works, this article helps explain the ins and outs while keeping them safe and insured.
Use this article to help your clients think about and review their homeowners insurance policies as part of a solid financial plan.
