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Your Questions, Answered: Donor Advised Fund

May 6, 2021
On this week’s episode of Your Questions, Answered  Natalie Haggard  talks with  Brian Leitner about charitable giving strategies, and...
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Financial Conversations

Your Questions, Answered: Financial Conversations

April 1, 2021
On this week’s episode of Your Questions, Answered  Meredith Jamail Rice  talks with  Brian Leitner  about how to begin...
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Your Questions, Answered Gifting Limits

Your Questions, Answered: Gifting Limits

January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
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Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions can be a...
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How to Select a Philanthropic Organization to Support

January 3, 2021
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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Your Life Simplified - Over-Sharenting_How to Protect Childrens Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
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A Season of Gratitude & Giving

A Season of Gratitude & Giving

November 17, 2020
As we approach the holidays and gather with family, feelings of gratitude and sharing often arise. In thinking about...
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Tips For Teaching Your Grandkids to be Financially Aware

Tips For Teaching Your Grandkids To Be Financially Aware

October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Your Life Simplified - Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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How-Can-I-Impact-My-Community

Your Questions, Answered: Community Impact

October 15, 2020
On this week’s episode of Your Questions, Answered Aaron Fulton and  Brian Leitner  discuss using your money to make...
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Your Questions, Answered: CARES Act and SECURE Act

Your Questions, Answered: CARES Act And SECURE Act

August 13, 2020
On this week’s episode of Your Questions, Answered Lindsey McCool and Brian Leitner discuss tax and estate planning, and...
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How Grandparents Can Help Grandchildren With College

How Grandparents Can Help Grandchildren With College

June 25, 2020
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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