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Chris Van Buren Discusses Navigating Retirement Charitable Giving with Financial Advisor Magazine

Private Wealth Advisor Chris Van Buren CFP®, CPWA®, offered key insights into navigating strategic charitable giving for retirees with Financial Advisor Magazine. He recommended options such as donor-advised funds or direct donations for individuals seeking to make charitable contributions, emphasizing the tax efficiency of donor-advised funds over direct donations.

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Financial Planning

Jonathan Thomas Talks Super Catch-Up Contributions and HSAs with Financial Advisor Magazine

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Forbes Top Women Wealth Advisors logo 2025

Awards & Rankings

Lori Van Dusen Ranked as New York State’s #1 Woman Wealth Advisor by Forbes

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In the News

Lori Van Dusen Speaks on Financial Independence for the 2025 Susan B. Anthony Birthday Celebration

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