Charitable giving in retirement years is a tax-efficient way to support the causes donors care most about. The Secure (Setting Every Community Up for Retirement… Read More »Secure Act 2.0 motivates retirees to give more to charity
As all financial advisors know, every client possesses unique attributes, needs, and goals which collectively make up their personal and economic profiles. Along with those… Read More »How to know when donor-advised funds are best for clients
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