In this episode of “Blueprint for Wealth,” host Wayne Zell interviews Bill Lloyd, a financial services expert with over 35 years of experience. Bill introduces
Did you miss our webinar on ESOPs? Not to worry – you can watch it here. What business owners & employees need to know for
In honor of Women’s History Month, we celebrate the remarkable contributions of women in philanthropy. Throughout history, women have played pivotal roles in driving social
In this transcript from My Financial Coach Live, Bill Lloyd discusses strategies for mitigating taxes legally and recovering money that would otherwise be lost to
Watch the interview with John Norce on Medicare and how to navigate retirement given the importance Medicare plays in financial planning below. Learn how The
It is with great excitement that we announce the strategic partnership between The Purple Heart Foundation and The Charitable Payraise® in time for Purple Heart
We are excited to announce our upcoming webinar on The Charitable Payraise®. Amy Horner of Horner’s Corner Consulting, nonprofit consultant extraordinaire, strategic change expert, CPA,
Here are some common tax mistakes to avoid when planning your 401(k): Not contributing enough to your 401(k): One of the most significant tax benefits
Bitcoin is a decentralized digital currency that operates independently of a central bank and relies on a distributed ledger technology called blockchain. While some investors
Don’t look now, but there are only seven, that’s right, count ‘em, weeks left in 2022. Seems impossible. So with that in mind and holidays,
© 2021 The Charitable Payraise, LLC All rights reserved. | ROQS® and The Charitable Payraise® are Trademarks of The Charitable Payraise, LLC.®