While clients are busy wrapping presents, baking treats and making plans to celebrate with loved ones, the holiday season is also an ideal time to discuss another form of connection:…

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…

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…

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…

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,…

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…

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…

The role of professional advisors in philanthropy extends far beyond financial planning; they are also educators, guiding clients through the complexities of charitable giving and helping them make informed, impactful…

Many people think bonds are old news and that stocks are the go-to for building long-term wealth. While stocks often steal the spotlight, bonds have proven to be a consistent…