Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Have A Question About This Topic?
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
It sounds simple, but paying yourself first can really pay off.