In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.
Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.
Inheritance can be a game-changer, but it comes with its own set of challenges. Join us as we delve into the nitty-gritty of handling...
Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s....
So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving...
