Reach out to families as they prepare for holiday gatherings
Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.
Tag: charitable giving
Year-end planning review checklist
A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.
Finding the right option for charitable giving
With the range of funding alternatives and strategies, it’s important for donors to understand their options for charitable giving.
Charitable giving strategies for the new tax landscape
Investors are considering which charitable giving strategy to use if they are not itemizing deductions under the new tax law.