Sophisticated financial advice for sophisticated individuals
I see four ways the new legislation impacts financial planning advice. Here some of my thoughts.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
While donor-advised funds can be a great way to give to a charitable cause and grow your investment portfolio, they function differently than traditional charitable donations. Find out how it works before starting yours.
There a few basic rules of financial planning to follow, here are 5.