Meet Ani Packard: Shaping the Future of Visionary Women  Calling all philanthropists and changemakers! In this episode of How Do They Do...

Gena Reed’s philanthropic journey began in high school, where she led a team supporting a young African girl, Emma, needing financial aid...

Stephanie King, WISE® Board Member, interviews Kinnery Patel, an attorney with over 20 years of experience advising legal clients on...

Nella Webster O’Grady, CFP® at Ocean Heights Advisors and Advisory Board Member for WISE was interviewed by Stephanie King, CFA®, WISE...

LISTEN TO THE PODCAST SPEAKER Tamsen R. Reinheimer, Esq, Mortensen & Reinheimer, PC, Certified Specialist in Estate Planning, Trust &...

Key points: If you don’t have enough deductions to itemize on your tax return, you can bunch smaller annual charitable contributions into...