by Jason | Jan 8, 2026 | Uncategorized
PlayEpisode 15: She Had to Start Over at 30 (And You Can Too) Nothing good happens last minute. Andrea Spano is living proof. In this episode of Smart Financial Lifestyle, I sit down with attorney Andrea Spano of Sogi Law Group to talk about real life. Not the...
by Jason | Jan 8, 2026 | Uncategorized
WHY CHARITABLE GIVING—AND DONOR-ADVISED FUNDS—DESERVE A PLACE IN EVERY ESTATE-PLANNING CONVERSATION Mauricio Vivero and Laura Morgan Horton For many individuals, estate planning can feel overwhelming, but it also offers a meaningful reflection opportunity. Often, it’s...
