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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


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