If you're charitably inclined and in search of ways to save on taxes, look no further! Here's what you need to know about charitable bunching.
A new COVID-19 variant made headlines last week, causing the Dow to tumble 900 points on Friday — marking the worst day of year. In this week's installment of Advisor Commentary, Marc Bautis shares his advice for tackling the uncertainty (+ more!).
With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation.
Rod Khleif, guest on Episode 82 of The Agent of Wealth Podcast, explains how giving back fulfilled him much more than reaching a lofty long-term goal.
The pandemic brought out the good in many people in 2020. Giving in America broke records. Here's how to pay-it-forward without breaking your budget.
Want to get involved in charitable giving but not sure where to start? In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly offers advice for balancing interest with action.
In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly explains the philanthropic trend of donor advised funds.