Considering donating to a cause? There's a few things you should check first.
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“Bunching” involves consolidating tax-deductible charitable contributions that would normally be made over multiple years into a single tax year. Clients could
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Professional advisors’ partner with us for their charitable clients.
The Hudson Community Foundation collaborates with professional advisors (wealth, tax
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Professional Advisors - Manage Charitable Assets for your client regardless of account size - you choose the platform
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With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors
Intro
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all