Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Financial lessons from movies and TV.
Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time