Estate and Gift Planning

How to Maximize Your Charitable Giving

How to Maximize Your Charitable Giving 

By Wealth Management Solutions  It’s easy for us to get distracted in our pursuit of our personal financial security. We often lose sight of the impact charitable giving can have on our communities in addition to our own financial well-being.  Incorporating charitable giving into a comprehensive financial planning and wealth management strategy can bring unexpected …

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Discover the Playbook for Alzheimer’s Caregivers by Frank Broyles: A Guide to Living and Loving Through Alzheimer’s

Are you or someone you know caring for a loved one with Alzheimer’s disease? Frank Broyles’ “Playbook for Alzheimer’s Caregivers” is a must-read resource that offers practical, heartfelt guidance for this challenging journey. Here are some compelling reasons to delve into this book: Frank Broyles’ “Playbook for Alzheimer’s Caregivers” is more than just a guide; …

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How We Align Financial Advice with Your Values

How We Align Financial Advice With Your Values: Carrying the Torch in Family-Owned Businesses

By Wealth Management Solutions There’s a quote by Roy E. Disney, nephew to none other than Walt Disney himself, that goes like this: “When your values are clear, your decisions are easy.” This not only applies in everyday life, but also—and sometimes even more so—to your business and your finances.  If you’re like many of …

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