Recognizing charitably-minded clients is a key skill for advisors who want to go beyond traditional financial planning to help their clients make a more meaningful impact. By identifying clients who have (or will likely develop) a heart for giving, you can help them maximize their contributions and strengthen…

Talking about giving doesn’t have to be complicated or intimidating. In fact, it’s one of the best ways to connect with your clients on a personal level and help them achieve more meaningful goals. If you’re unsure how to bring up philanthropy, here are some practical and approachable…

Legacy planning isn’t just about transferring wealth — it’s about passing down what matters most: one’s values, passions and desire to make a difference. Many people want their lives to reflect more than what they’ve earned; they want their life to reflect who they are. Whether it’s supporting…

The Professional Advisors Network through the Community Foundation for Northeast Georgia is a bridge builder for philanthropists and worthy causes. Whether a financial advisor, estate attorney, CPA or other professional, these individuals help facilitate investing in our community through their relationship with CFNEG. Former PAN Board Chair and…

If you're looking for a book that flips the traditional idea of love on its head, Love Does by Bob Goff is a must-read. It's a lighthearted, engaging read with deep insights that can resonate with anyone, especially those in professional advisory roles like financial advisors, CPAs or…

As a trusted advisor, you’re always looking for innovative ways to help your clients save more for retirement. If they’ve maxed out their regular 401(k) and IRA contributions, you might want to introduce them to a little-known but powerful strategy: the “Mega Backdoor Roth”. So, what exactly is…