4 Ways to Boost Benefits from Holiday Gifts
As clients get into the holiday spirit, too many are not making smart decisions about the gifts they purchase. Many clients see gift-giving as a chore, and as a result, are hasty in making purchases. While this may be natural in a task-oriented society, clients should consider transforming their giving from just stuff opened today, forgotten tomorrow to gifts that benefit the recipients and themselves long after the tinsel and bows have been swept away.
Here are 4 ways advisors can help clients boost benefits from holiday gifts.
Source: Eleanor Blayney, consumer advocate, CFP Board