Dec 9, 2022 | Helpful Tips From H&R, Videos
STREET$MARTS Understanding the Differences Between Donor-Advised Funds and Qualified Charitable Distributions Mary Grace Paoletti, CPA, Financial Planner Hello, I’m Mary Grace Paoletti, Financial Planner and Certified Public Accountant at Howe & Rusling. While the...
Nov 16, 2022 | Finance, Helpful Tips From H&R
Helpful Tips from H&R: 3 Financial Tips for the Holidays Mary Grace Paoletti, CPA, Financial Planner With the most wonderful time of the year upon us, it is easy to get caught up in both the stress and excitement of holiday shopping. When searching for gifts,...
