Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with yohttps://app.twentyoverten.com/edit#ur year-end giving strategy checklist.
End-of-the-Year Money Moves in 2022
Here are some things you might consider before saying goodbye to 2022.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Insurance Basics: Auto Insurance
If your clients are confused about how auto insurance works, this article helps explain the ins and outs while keeping them safe and insured.
Important Details on Student Loan Relief
This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.
Insurance Basics: Homeowners Insurance
Use this article to help your clients think about and review their homeowners insurance policies as part of a solid financial plan.