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.
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.
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 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.
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.