See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
Peer-to-peer (P2P) lending emerged a few years before the financial crisis gripped the globe. In the United States, Prosper was founded in early 2006 and Lending Club, which began as a Facebook application, opened its doors (figuratively speaking)...
This week I will be presenting at Wink Calgary. This is a lunch-time session where I walk a woman named Jane through her legacy planning and charitable gift strategies. As I was thinking about how best to present the information...