Is It A Good Idea To Have Multiple Retirement Accounts?Many people collect retirement accounts over the course of a career without ever stepping back to see the full picture. That scattered approach can create confusion, missed opportunities and unnecessary risk....
How Do Donor Advised Funds (DAFs) Work?
Donor-advised funds are getting a lot of attention. They’re flexible, tax-smart, and can make a big difference in how you plan your giving. Gregory Vidmar, CFP® breaks down what they are, why they matter, and how they can fit into your year-end strategy.


