#113: Financial Insight That Just Makes (Dollars and) Sense

Send us Fan MailGood news happens. For this episode, we’ll talk about financial planning with James McBain, senior vice president and regional director of wealth planning and trust advisory at US Bank Private Wealth Management. Hourglass was pleased to have James on as a guest for a similar episode this time last year. For this episode, James will discuss topics like planned giving and donor-advised funds, and he’ll also offer year-round financial insight for people who qualify for United Way’s Free Tax Preparation Campaign, which is currently in full swing.We’ll also offer more information on how you can have your taxes prepared by United Way free of charge, as well as a local volunteer opportunity.Thanks for tuning in!