Independent Financial Services:
Retirement & Business Planning
'Roadmapping Your Financial Future'
Nancy M. Wilson, CMFC, LUTCF
Ausdal Financial Partners, Inc. (www.ausdal.com); Member FINRA (www.finra.org) and SIPC (www.sipc.org).
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
Will you be able to afford nursing home care?
Use this calculator to estimate how much income and savings you may need in retirement.