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Charitable Giving

Why You Should Consider Sending Your RMD Straight to Charity

The QCD was first introduced in the Pension Protection Act of 2006. It was repeatedly extended, sometimes retroactively, until it became permanent as part of the Consolidated Appropriations Act of 2016.

3 Ways Charitable Giving Can Help Save Taxes

by Joe Globensky, RFC®

With two months remaining in 2020, there is still time to take advantage of several changes to charitable giving rules.

Charitable Giving: Making Sure Your Money Makes a Difference

by Joe Globensky, RFC®

When hurricanes strike, earthquakes level cities, or economic downturns impact those most in need, many Americans respond to the call with charitable giving and donations.

What Does A Financial Planner Do and When Do I Need One?

When you’ve got financial questions, the internet probably has some answers. Your friends and family may also offer advice. But is any of that advice right for you and your situation?

When Does a Roth Conversion Make Sense?

There has been a lot of discussion lately about why you should convert your traditional retirement assets into a Roth IRA. And there are some very valid reasons, for some people. But it is not necessarily good advice for everyone. Let’s help YOU answer the question, “When Does a Roth Conversion Make Sense?”

How Inflation Affects Your Financial Plan and 3 Tips That May Help

It’s no secret that we are currently feeling the effects of inflation as we buy groceries and fill our gas tanks. But the recent announcement that inflation has increased 6.8% since last November got me thinking. That’s the largest 12-month increase in almost forty years. While someone 60 years of age or older may recall what that time was like, a younger person may have concerns about how inflation affects their financial plan. Here are some things to consider.

Medicare’s IRMAA Surcharges and How to Avoid Them

Did you look at the title, Medicare IRMAA Surcharges, and think, “I’m not 65, this doesn’t apply to me.” Oh, but it does. Let me explain.

Why I Became A Financial Advisor

Thanksgiving Day is almost here! This is the time of year that many people think back on events and give thanks for their blessings. Since it’s a great way to maintain your perspective about life’s ups and downs both personally and professionally, I’ve practiced this for years. Some of my blessings are personal, but there are professional blessings as well. And since I’m often asked why I became a financial advisor, I want to share how my profession makes my blessing list.