PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.

Aimee Calderon, CFP® 12/18/19 Aimee Calderon, CFP® 12/18/19

Hire a Financial Advisor or Do It Yourself: What’s Right?

Here are top considerations to help you decide whether to hire a financial advisor or do it yourself.

Russell W. Hall, CFP®, CPWA® 12/5/19 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.