The “i’s” have it: Two key topics for client meetings
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a
Onsharp.Admin
October 18, 2022
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The
Earlier this year, Bankrate and Psych Central released the
Many donors elect to use a donor- advised fund at the community foundation as an organizing tool, frequently recommending grants
Eric, who has autism, began attending Inspire Innovation Lab five years ago after experiencing instances of eloping and self-harm, sometimes
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you
Advisors frequently comment that they’re surprised to discover the many ways the community foundation can help their clients, especially compared
Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly