Financial Planning 2/3

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Feb 23
2 min

Spring cleaning: Make this the year to help clients get organized

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a...

Feb 22
3 min

Client conversations: Why your 2023 agenda must include charitable giving

No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years...

Jan 24
2 min

Why it's smart to talk with your clients about charitable giving

January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in...

Jan 19
3 min

Why charitable gift annuities are having a moment

Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your...

Jan 17
2 min

Celebrating the new Legacy IRA and a boost for QCDs

Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023...

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