故事
As we enter National Estate Planning Awareness Week, now's a good time for a brief refresher on what estate planning is and why it is such a vital component of financial wellness.
In May, leaders from four local grassroots groups celebrated their completion of The Leadership Classroom (TLC). After participating in monthly training sessions, each group received a grant to implement a community project that was proposed and planned during their training.
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time for a brief refresher course on the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Learn how you can help your clients...
Think of an endowment as a giant savings account filled with donations, which gets invested to grow over time.
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and first recipient of our Partner in Philanthropy Award
A Tiny Home for Good 的开发总监凯蒂-韦弗（Katie Weaver）介绍了 A Tiny Home for Good 如何通过一种住房解决方案来满足雪城贫困社区对经济适用房的迫切需求，从而为社区振兴做出贡献。
