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Leaving an Inheritance to Your Kids: How Much Money Is Right?
Estate Planning Aimee Calderon, CFP® 2/26/20 Estate Planning Aimee Calderon, CFP® 2/26/20

Leaving an Inheritance to Your Kids: How Much Money Is Right?

Here are some points to consider when trying to decide how much money to leave your children.

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How to Use a Donor-Advised Fund for Your Charitable Giving
Financial Planning Russell W. Hall, CFP®, CPWA® 12/5/19 Financial Planning Russell W. Hall, CFP®, CPWA® 12/5/19

How to Use a Donor-Advised Fund for Your Charitable Giving

A donor-advised fund has features that make it attractive, including the tax deduction. Here are tips to use a DAF in your charitable giving plan.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.