Amplify charitable giving with flow-through shares. Here's how they work Flow-through strategies for fossil fuels are no longer allowed after March 31, but givers have plenty of other options, writes Tina Tehranchian March 8, 2023 Commentary
Life-insurance strategy allows you to give back and have cash for family, too Using a universal life policy means you don't have to choose between charitable giving and leaving money for your loved ones April 1, 2022 Commentary
A life insurance strategy that frees up cash for other investments The Immediate Financing Arrangement is a useful tactic for individuals or business owners October 19, 2021 Commentary