Charitable Giving

Should I Use a Donor-Advised Fund When Giving to Public Charities?

Wondering if using a Donor-Advised Fund (DAF) is the right decision for your charitable giving? Follow the flowchart! CLICK HERE to download this flowchart! …

4 days ago

Wisdom Wealth Strategies
@WisdomWS

As summer ends and students head back to their K-12 classrooms, school-related expenses are on the horizon! Hidden… t.co/Vn4Jxf0SHV

6 days ago

Wisdom Wealth Strategies
@WisdomWS

In this week’s recap: Mixed week for markets; jobs on the rise. t.co/iYEQ3VTNLf #financialplanning #Denver

August 2, 2022

Wisdom Wealth Strategies
@WisdomWS

When saving for #retirement, you may have wondered – should I contribute to my Roth IRA or traditional IRA? Click… t.co/GaEtVu85MU

August 1, 2022

Wisdom Wealth Strategies
@WisdomWS

In this week’s recap: Markets rally; earnings better than expected. t.co/Vu2hzb60dW #financialplanning #Denver

July 27, 2022

Wisdom Wealth Strategies
@WisdomWS

Make sure you don’t fall into this trap! #money #personalfinance #WednesdayWisdom

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July 25, 2022

Wisdom Wealth Strategies
@WisdomWS

In this week’s recap: Markets react to dim forecast, 2Q reports. t.co/n996nelY3V #financialplanning #Denver

Charitable Giving

Should I Use a Donor-Advised Fund When Giving to Public Charities?

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