So how do you view your financial advisor or advisory firm? Do you view it as a cost or do you view it as a blessing? Two very different ways of of looking at it. A number of years ago, recently updated in 2022, Vanguard conducted a study about the value add best practices in wealth management. They determined that there was a 3% additional benefit in net returns by using a financial advisor over not using one!
Season of Giving: Tax-Efficient Charitable Strategies for the Holidays and Beyond
Discover how charitable giving can benefit your finances and fulfill your philanthropic goals. Learn strategies to maximize tax advantages and plan for a legacy of giving.