Leveraging LinkedIn: Expert Tips and Personal Experiences

As I wrote in an earlier post about entrepreneurship during a pandemic , paying attention to social media can really pay off in making or solidifyi…

2021 Charitable Gift Planning Opportunities

2020 tax season officially ended with the extended May 17 tax filing date so it is now time to turn our attention to 2021 taxes that will be due o…

Miscellaneous Insights From Recent Webinars-Part 3

As I mentioned in two previous posts , I love learning new things and often attend webinars and podcasts to gain knowledge and/or continuing educat…

Financial Education: Benefits and Best Practices

Last week wrapped up Financial Literacy Month (FLM) 2021. Each April, financial education advocates promote this nationally recognized campaign to…