



Explaining different methods of charitable giving, such as outright donations, donor-advised funds, and charitable trusts.
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what does a wealth advisor do
- Planning for ongoing maintenance and property taxes. How can a wealth advisor help me understand and manage the complexities of Social Security benefits and Medicare enrollment in retirement?
- Offering guidance on insurance needs and risk management.
- Offering educational resources to help clients understand market dynamics. How does a wealth advisor help clients who are experiencing a financial windfall, such as an inheritance or a large bonus, make sound decisions about managing those funds?
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- Developing a plan that aligns with the client's overall financial strategy and risk tolerance.
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