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.
Are you asking, "Can I retire early?" In this episode, we break down the complexities of early retirement planning with actionable insights and real-life...
In today’s day and age, the realm of financial advice has expanded to meet every investor’s ever changing needs and styles. As more options...
So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving...
