A financial advisor offers many different types of services to help clients manage their money. For example, a financial advisor can help you create a …
<strong>Manage Your Gifts in a Taxwise Manner</strong>Read More
Financial advisor
Maximize the Use of Your Retirement Plans
Whether you are 10 years from retirement or just starting in the workforce full-time, a financial advisor can help you maximize the use of your …
Nonprofit Restructuring Has Become Easier, But Not Without Challenges
If you were part of a restructuring team for a nonprofit in the past, then you understand the process consisted of several complex steps. Revenue …
Nonprofit Restructuring Has Become Easier, But Not Without ChallengesRead More
The Basics on Donor Advised Funds
One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …
Consider Making Roth Conversions Regularly
Of the three tax structures you can invest under for your long-term portfolio, the Already Taxed or Roth account is the most difficult to contribute …