The Art of Strategic Giving
June 18, 2018Are your clients losing their ability to get deductions because of the new tax law? Are they giving to their local church or favorite charity…
5 Financial Misconceptions
January 23, 2017Are your clients and prospects being misled by financial celebrities and bad one-size-fits-all advice? Are they getting emotional with their money and having a hard…
Live Long and Prosper
March 21, 2016Are your clients saving enough retirement money for 20, 30, or even 40 years? Help them enjoy that hard-earned retirement money by promoting a healthy lifestyle in…