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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.
Whoever you may share financial responsibility with whether it be your partner, your child, your parent, or someone else close to you, understanding their...
You know interest rates are very low, and you’ve heard the rumors. They are expected to rise in the future. So what does this...
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...