Many people view financial planners as stock market wizards with a Nostradamus like gift for predicting the ebb and flow of the financial markets. Beyond the fact that investing is an endlessly complex world, a good financial planner would do …
It’s no secret that the millennial generation is different. Between the technology they’ve experienced (and even invented) and new rules of etiquette when corresponding through social networks, the distance between millennials and other generations spans more than just years – …
Individuals, families, and businesses that are interested in charitable giving can make tax-deductible donations through a donor-advised fund (DAF). Donating through a DAF is the most advantageous way for you to get tax deductions for any type of charitable giving. …
For many, retiring as soon as possible is the primary goal of prudent financial planning. Engaging an experienced financial planner and taking advantage of their wisdom when it comes to navigating through a sea of 401k’s and IRA’s can be …