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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.
How can generosity fit seamlessly into your financial plan and maximize tax efficiency? In this episode of Money Sense, wealth advisors Jamie Williams and...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Phil Remmers, Attorney at Cramer, Multauf & Hammes. They discuss the importance of...