Tuesday Dec 12, 2023

Charitable Giving (continued)

Join John and Mike in this episode to learn more about charitable giving and the many ways you can give.  They also discuss how giving will impact a family's tax footprint and investment planning.  Many families want to give, they just don’t know the most up to date ways to do it to benefit both the charity and the family.  They then continue their ongoing series of Holistic Happenings about some of the things Mike and John see in their everyday practices while serving families.

 

 

Financial Services of America | Personal Financial Planning (fsa1.com)

 

#RetirementPlanning

#Charity

#CharitableContributions

#Retireable

#Retirement

#HolisticHappenings

 

 

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