-
Donor-Advised Fund vs. Direct Giving: Which Tax Strategy Makes More Sense?
Donor-Advised Fund vs. Direct Giving: Which Tax Strategy Makes More Sense? If you give to charity regularly, how you give matters almost as much as how much you give. A donor-advised fund can dramatically change your tax picture compared to writing a check directly to a nonprofit, but it’s not the right move for everyone.…
-
The Most Avoidable Money Mistakes—and the Habits That Replace Them
Money mistakes are more common than you think, and even small ones can have a big impact on your financial future. A significant number of Americans are aiming to improve their financial habits this year. In fact, 65% say they want to make better money choices in 2025, and 26% want to increase their financial…
Bradley Simich, CFP®, ChFC®, AAMS®
Ready to secure your financial future?
Join a Legacy of Success with 30 Years of Unwavering Dedication to Client Satisfaction
