Accounting

High-Net-Worth Clients and Charitable Giving

If you have high-net-worth clients, you should understand the ins and outs of charitable giving. Of course, many U.S. families and individuals give to charity and are likely already aware…

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Lower Maintenance Yard – Goals

by Hope I am sure you are tired of hearing me complain about yard work. Frankly, I am tired of it too. And I haven’t even started. So I decided…

How Personalization Can Amplify Your B2B Company

The journey of today’s buyer is more complex than ever, and personalization has become a critical game-changer as businesses strive to connect with their target audience in more meaningful ways.…

10 Retirement Choices That Can Leave You Broke

Planning for retirement involves a series of strategic decisions and careful financial planning to ensure that your golden years are free of financial worry. However, certain choices can significantly undermine…

Debtflix: Meet the DC Partner Team | Mr. Finwise

Reading Time: < 1 minute The post Debtflix: Meet the DC Partner Team | Mr. Finwise first appeared on Debtfree Magazine. Source link

Free Workshop for Debt Counsellors (25th April)

This week we will be talking to 3 experienced team leaders who oversee the “sales” part of onboarding new clients into debt review.  From what not to say to what…

The ETF Investor Guide for April 2024 – Mutual Fund Investor Guide

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