It is the ideal scenario for your nonprofit organization. The enviable challenge in front of you has generated a considerable amount of interest and …
Financial 101
Manage Your Gifts in a Taxwise Manner
A financial advisor offers many different types of services to help clients manage their money. For example, a financial advisor can help you create a …
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Maximize the Use of Your Retirement Plans
Whether you are 10 years from retirement or just starting in the workforce full-time, a financial advisor can help you maximize the use of your …
Nonprofit Restructuring Has Become Easier, But Not Without Challenges
If you were part of a restructuring team for a nonprofit in the past, then you understand the process consisted of several complex steps. Revenue …
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What a Successful Call-to-Action Looks Like on Your Direct Mail
Business owners and operators have to consider several factors to execute an effective direct mail campaign. Working with a mail services company that …
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California Nonprofit Board Meetings Should Be Short
Improve communications to different teams. Whether your nonprofit is holding video conferences or is back to in-person gatherings, you don’t want …
California Nonprofit Board Meetings Should Be ShortRead More
The Basics on Donor Advised Funds
One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …
Consider Making Roth Conversions Regularly
Of the three tax structures you can invest under for your long-term portfolio, the Already Taxed or Roth account is the most difficult to contribute …
3 Tax Structures You Can Invest Under for Your Long-Term Portfolio
There are 3 tax structures you can invest under: TaxableTax-DeferredAlready-Taxed or Roth If you asked your local financial advisor for …
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