Professional Advisor Insights

You’re an expert with valuable insight about money management. We’ve created a forum for you to share your wealth of knowledge with peers and donors. Become a guest blogger for Professional Advisor Insights to highlight your expertise, or read below to access useful information from your peers about tax effective philanthropic strategies.

Professional Advisor Insights

So Your Clients Want a Private Foundation

Lynda Sands, JD, MBA shares how Donor Advised Funds could meet the needs and...

Read More
Professional Advisor Insights

Be Smart and Prepared When Life Happens Via a Power of Attorney

Paul J. Hynes, CFP® shares why creating a Power of Attorney (POA) is essential...

Read More
Professional Advisor Insights

Are You Successfully Preparing Your Heirs for Wealth?

R. J. Kelly, ChFC®, CLU®, IAR, RICP®, MSFS explains why most wealth transfers are...

Read More

Become a Contributor to Professional Advisor Insights

  • Or call us at (619) 402-1827 to speak to a team member right away.

  • This field is for validation purposes and should be left unchanged.