Charitable giving is an extensive subtopic within most estate planning courses for financial advisors. While many advisors may feel prepared to help clients with giving at the end of their lives, they ...

When preparing for 2025 and all the unknowns the future inevitably holds, a thorough strategic plan is critical to driving meaningful outcomes for any business. Effective strategic plans reflect on ...

Managing projects can often feel like juggling too many balls at once—deadlines, team coordination, task prioritization, and unexpected roadblocks can quickly pile up. If you’ve ever found yourself ...

Marketers and business owners are spoiled for choice when it comes to the many social media platforms available for growing an online audience. But it doesn’t have to be. Fortunately, you don’t have ...

Most people don’t think about their development plan until they hit a wall. A missed promotion, a new role, or a shift in priorities can expose just how unclear the next step really is. Creating an ...

How to create a Gantt chart when your project data is in Microsoft Planner Your email has been sent When your tasks are in Microsoft Planner and you need Gantt charts, take a look at this third-party ...

The updated Microsoft Planner, accessible through Microsoft Teams, integrates features from Microsoft To-Do and Project to streamline task management within Microsoft 365. This update focuses on ...