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Posts Tagged ‘ways to gift money’

March 4, 2024 Weekly Update

By angelicacomahig | March 4, 2024

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Tips For Gifting and Loaning Money to Children

By angelicacomahig | March 4, 2024

You’ve done well in retirement planning and you’re living a good life.  You may have plans to leave money to your heirs, and many of our clients want to learn…

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