Generational Shifts: Fulfilling Clients’ Charitable Wishes
Ian Salzman2025-03-06T11:29:14-05:00Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate [...]
Tax Time Blues: Why is This So Hard?
Ian Salzman2025-03-11T15:15:42-04:00After the holiday glow fades, your clients may face the sinking realization that it's time to gather tax information and begin working with their [...]
The Bunbury Fund of the Princeton Area Community Foundation Awards More Than $3.8 Million in Grants to Local Nonprofits as the Final Piece of their $17 Million Sunset Awards
Ian Salzman2025-03-05T16:34:14-05:00More than four dozen local nonprofits will receive grants from The Bunbury Fund of the Princeton Area Community Foundation to help strengthen their work [...]