Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
This article will be about classic finance books that have stood the test of time and provide relevant financial tips.
A Message from MARIGNY deMAURIAC CFP®, ABFP®, AAMS®
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.
Life Insurance Awareness Month is an opportunity to talk about the importance of life insurance.
