Nov 17, 2021
Don't we all wish things would just go according the plan? But that's not life. What happens when things don't go as planned? Or if we don't actually know what our future looks like? Our guest, Terri Trespicio, says don't be wed to an outcome, which we can't control; instead be wed to something we can control: the...
Nov 8, 2021
Looking to make a charitable impact AND save on taxes? Jessica Gibbs, CFP(R) discusses how to maximize the benefits of charitable giving, both for your personal finances and your charity of choice. Jessica shares her suggestions on how to define your charitable goals, and planning opportunities and solutions to consider...