Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
Time to Be Intentional with Year-End Planning
As the leaves fall and the calendar edges closer to December 31st, many of our clients begin asking the same question: “Is there anything I still need to do before year-end? And do I still have time to get everything done?” The good news is yes-there’s still time to be intentional about your charitable giving,…