How Bunching Charitable Donations Can Benefit Your Family
Bunching charitable donations every other year can maximize tax savings, particularly for families in higher tax brackets, leveraging the current standard deduction.
March 24, 2021
Bunching charitable donations every other year can maximize tax savings, particularly for families in higher tax brackets, leveraging the current standard deduction.
Like training for a marathon, achieving financial stability starts with consulting a financial planner for assessment and actionable steps, emphasizing ongoing support in the journey.
Our one-page financial plan simplifies the process, saving time, reducing stress, and helping you pursue your goals effectively, providing clarity and actionable steps for your financial journey.
Never attend high-pressure timeshare presentations promising unbeatable travel deals; if it sounds too good to be true, it probably is.
Understanding what happens if you pass away before a bond or CD matures is vital, as options like the Death Put can protect your beneficiaries from losses and ensure they receive the full value of the investment.
Our financial planning process includes a discovery meeting, data gathering, brainstorming ideas, presenting your One-Page Financial Plan, executing the plan, and ongoing monitoring.
Automate your financial plan for success by setting clear goals, crafting a plan, and establishing automated processes, allowing you to make consistent progress towards your objectives without constant monitoring.
Maintain your financial plan like a farmer tending to a field, ensuring contributions, managing investments, and seeking guidance when needed.
Planking offers a range of benefits, from better posture and flexibility to reduced back pain and improved metabolism, making it a valuable addition to your fitness routine with its diverse variations.
Allocate your net worth strategically: maintain a six-month cash reserve, secure five years’ worth of portfolio income in fixed-income investments, and invest the rest for long-term growth.
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Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
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