UPDATED! Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: December is the “giving season,” when many people consider using their wealth to help others. Read More...

Global Wealth Advisors Partners for Toy Drive with U.S. Marine Corps Reserve Toys for Tots Program  LEWISVILLE, TEXAS (December 1, 2020)—Global Read More...

By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or Read More...

Presented by Kris Maksimovich, AIF®, CRPC®: Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before Read More...