Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.
THANKSGIVING Trivia is defined as: details, considerations, or pieces of information of little importance or value. I hope our thoughts and trivia will offer some value to impress your family and friends during your Thanksgiving conversations. Thomas Jefferson was the only president who refused to recognize Thanksgiving due to his staunch belief of separation of church and state. Thanksgiving was a day of prayer and reflection which created this dilemma for him.
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
