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Maximize Your Charitable Giving: Strategic Approaches for Tax-Efficient Philanthropy Thumbnail

Maximize Your Charitable Giving: Strategic Approaches for Tax-Efficient Philanthropy

Discover innovative ways to enhance your charitable giving during the holiday season and beyond. From donor-advised funds to in-kind stock donations and unique strategies like Flow-Through Share Donations, explore tax-efficient methods to support causes close to your heart. Learn how life insurance can also play a role in maximizing your impact while providing valuable benefits for your overall wealth plan.

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Starting a Business in Retirement Thumbnail

Starting a Business in Retirement

Whether to continue increasing their retirement income, or to simply fulfill a dream of being a business owner, more and more Baby Boomers are starting businesses in retirement. Here are some questions to ask yourself if you’re also considering this financial move.

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