Think that you can’t travel or go on your dream vacation before you retire? With some intentional planning there’s no need to wait for these rewarding experiences, whatever your dream might be.
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Charitable Giving – Philanthropy and Taxes
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Charitable Giving – Philanthropy and Taxes
Join us for this month’s educational presentation on how to give in a tax-effective fashion. We’ll start by having guest speaker, Stacey Guadnola, CAP® from the Greater Tacoma Community Foundation share best practices in developing your family’s charitable giving mission statement. From there, we’ll dive into all the different charitable giving vehicles that can be used to fulfill your goals, including Donor Advised Funds, donations using highly appreciated stock, Qualified Charitable Distributions, and more! Register today!
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Making Your Dream of Long-term Travel a Reality
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The Scary Thing About Getting Married…
In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.
8 Helpful Tips for Deciding Which Animal Rescues to Support This Year
There are so many animal welfare charities out there, all doing great work saving, helping, and re-homing pets, and all asking for your support. But how do you decide which ones will really value and make good use of your money? Learn useful tips for selecting the best animal welfare groups for you.
