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

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...

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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...

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Professional Advisor Insights

Using Charitable Trusts In Your Retirement Planning

W. Gary Stemple CFP®, CLU®, CRPC® explains how a charitable remainder trust (CRT) allows...

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