Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Using whole life to transfer wealth when it comes to paying estate taxes
Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.