Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
This article will be about classic finance books that have stood the test of time and provide relevant financial tips.
Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.
Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.
This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.
This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.
