Originally published at letsmakeaplan.org
Here’s a simple article on the pros and cons of leaving a charitable legacy with an IRA by Dan Matthews, CFP®. Click here to read
Originally published at letsmakeaplan.org
Here’s a simple article on the pros and cons of leaving a charitable legacy with an IRA by Dan Matthews, CFP®. Click here to read
Level’s Chief Investment Officer, Steven Elwell, CFP®, discusses first quarter market performance in this 26-minute video. Level YouTube Page