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In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals.
Discoveer the retirement benefits of Social Security. Hosted by: Jean Range, EIG Senior Wealth Advisor Featuring: Elida Elizondo, Public Affairs Specialist - Social Security...
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc., about the current impact on senior care...