Thursday, September 23, 2021
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Overlooked Benefits of Donor-Advised Funds

The 2017 tax act made DAFs a timely planning tool, but they also offer lesser-known advantages. (By Karen Coyne)

Sex and Money Can Impact Clients’ Financial Wellness

Three tips to help couples talk to each other about money in an era of rising "gray divorce." (By Karen Coyne)

Prepare Clients for the Days They’ll Be Overwhelmed 

Major life transitions take energy, even the positive ones, says advisor. (By Karen Coyne)

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