Charitable Giving
Why You Should Consider Sending Your RMD Straight to Charity
By Joe Globensky, RFC®Reasons People Give to CharityThere are many reasons why people give money to charity:Giving to charity makes you feel good,Giving to charity strengthens personal values,Giving is more impactful than ever,Giving to charity introduces...
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. While many of you likely contribute to charitable causes with or without the tax incentives, here are three ways...
Charitable Giving: Making Sure Your Money Makes a Difference
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.
Recent Posts
Why You Should Consider Sending Your RMD Straight to Charity
By Joe Globensky, RFC®Reasons People Give to CharityThere are many reasons why people give money to charity:Giving to charity makes you feel good,Giving to charity strengthens personal values,Giving is more impactful than ever,Giving to charity introduces...
Tips for Late-Start Retirement Planning
By K. Bridget Schneider, CFP®, CRPC®Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer? You don’t need to feel like you’ve missed the boat. For those of...
Self-Employed Professionals Can Save Big on Taxes
By Joe Globensky, RFC®Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes...
A Few Reasons Early Retirement Planning Is Important
By K. Bridget Schneider, CFP®, CRPC®What is retirement planning? Basically, it’s a process of determining how much money you’ll need in retirement and the steps to make that happen. You identify future income sources, estimate expenses, implement a...
A Hopeful New Year Message
By Joe Globensky, RFC®“2020, we’re so glad you’re done, so we can all have an enjoyable 2021.” See what I did there? Now that my new year poetry resolution has been accomplished, let’s move on.REFLECTIONI wanted to spend some time over New Year’s weekend...
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