5 Year-End Charitable Gifting Strategies
If you’re looking for a meaningful way to give back at the end of the calendar year then use these five charitable gifting strategies as you plan your philanthropy.
November 2022
Guide to 529 ABLE Accounts
As a parent of a child with special needs, you may have considered or already set up a Special Needs Trust (SNT). These vehicles can help provide a better quality of life for individuals with special needs by paying for many day-to-day costs that are not covered by government benefits.
Small Business Owner Financial Planning: Benefits of Using a Financial Advisor
Small business owners have a lot to manage, from day-to-day operations to bigger-picture plans for the company’s future. As you lean into your expertise and passions to bring your business vision to life, it can be helpful to lean on a financial advisor to help you manage things like your tax strategy, optimizing your cash flow, or building a budget that can help meet all your major milestones.
Happy Veterans Day from Aviance Capital Partners!
Here’s to the veterans in our lives and may November 11th be an ever-lasting symbol of the strength and courage it takes to serve in the military. May your sacrifice be acknowledged, remembered, and respected for generations to come.
Brian J. Cotroneo Earns Chartered Financial Analyst® Designation
Aviance Capital Partners is pleased to announce that Brian J. Cotroneo, ChSNC®, has successfully completed the Chartered Financial Analyst® (CFA®) Program and has earned the right to use the Chartered Financial Analyst® designation granted by the CFA Institute.
