3 Ways Advisors Can Expand Their Financial Planning Toolkit with Their Clients
Since 2020, nonprofits have struggled to find opportunities to generate new sources of revenue. In parallel, inflation has started to rise, and an increase in
Since 2020, nonprofits have struggled to find opportunities to generate new sources of revenue. In parallel, inflation has started to rise, and an increase in
Yesterday’s news was ugly, really ugly! Inflation rose at a year-over-year rate of 8.5%. Core inflation (food and energy removed) rose at 6.8%. These are the highest
Giving wisely is better than throwing caution to the wind. Get your tax-wise strategies in gear; charitable giving and US tax deductions can be complicated.
It’s not too late to take advantage of a few ‘after year’ strategies to reduce your tax burden for 2021. This short list is worth
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