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Posts Tagged ‘what is a donor advised fund’

QCDs and Donor Advised Funds in Retirement Planning

By angelicacomahig | October 2, 2023

Retirement planning has a lot of moving parts. You can be charitably inclined and save money on your taxes at the same time. On the Secure Your Retirement podcast, we’ve…

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October 2, 2023 Weekly Update

By angelicacomahig | October 2, 2023

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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