Jun 2, 2026 | advisor knowledge hub, blog
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...
Jul 3, 2025 | blog, donor knowledge hub
If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might still be trying to figure it out! Time and again, research shows us that finding purpose is an essential component of a happy...
