In this special #GIVINGTUESDAY episode, Melissa Joy, CFP® and Alexa Kane, CFP® discuss ways to give back this holiday season (and throughout the year). They will address how a Donor Advised Fund can assist with appreciated stock or bundled gift strategies as well as how to take advantage of your charitable deduction and bundle gifts …
Episode 92: Smart Financial Moves on #GivingTuesday with Alexa KaneRead More