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Your 2024 Year-End Financial Planning Checklist

Your 2024 Year-End Financial Planning Checklist

As the year winds down, it’s the perfect time to review your financial plans and make any final adjustments. Small steps now can lead to a stronger financial outlook in 2025 and beyond. Here’s a checklist to help you stay on course: 1. Review Your Investment...

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Strategic Philanthropy: Maximizing Impact and Tax Benefits

Strategic Philanthropy: Maximizing Impact and Tax Benefits

Philanthropy is not just about giving; it’s about giving wisely. As you contemplate your philanthropic strategy, understanding how to maximize both the impact of your giving and the associated tax benefits can help you achieve your goals while enhancing your financial plan.

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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