Charitable Giving
Giving money to charitable organizations can help you support causes you care about and also provide you with tax breaks. With planning, you can determine which giving strategy may provide the greatest financial benefits for both you and the charity.
Holiday Harmony: Balancing Financial Health and Self-Care
The holidays are here, bringing an avalanche of shopping, gifting, parties and — if we’re honest — a lot of pressure. It’s a season that can feel like a financial rollercoaster, complete with indulgent spending sprees you might regret when the January credit card statements roll in.
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Whether through smart budgeting, tax-efficient giving or legacy planning, your philanthropic contributions can make a meaningful difference. Giving back is not just a gift to others but an investment in the future you want to help create.
Estate planning can feel overwhelming, especially if we’re planning how to care for those beyond our immediate family. We have the family that we are born into, but many of us also have chosen family. We may have causes that are near to our heart, as well. Take the time to financially plan for who and what matters most to you by considering these five helpful tips.
Charitable giving is embedded into American culture. And since Giving Tuesday — yes, Americans even have a dedicated day for giving back — is on the Tuesday after Thanksgiving, it’s a good time to revisit some practical ways to incorporate charitable giving in the budget.
If you're interested in including charitable giving in your estate plan, talk with your CFP® professional. They can help create a charitable giving strategy and connect you with specific, legitimate charities that align with your values and interests.
The holiday season is upon us, which means the giving season is here too. It's time to being prepping your finances for gifting season!
Despite the uncertainty created by the pandemic, a CFP® professional can help you take steps to build financial security for yourself and your family.
A comprehensive estate plan tailored to your needs, your legacy and your heirs will provide peace and security for when you’re no longer with them.
Any time you mix emotions and money, there are bound to be issues that arise. So make sure you avoid these common pitfalls around the process of inheritance.
The best way to give depends on a multitude of variables, including the size of the gift, its intended impact and the donor’s financial circumstances.