Posts Tagged ‘qualified charitable distributions’
Your Portfolio During Volatility and Inflation
Your Portfolio During Volatility and Inflation Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline.…
Read MoreNon-Cash Donations to Charity
Non-Cash Donations to Charity Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Purpose and legacy have long been important considerations for many people as their wealth increases over time.…
Read MoreYear-End Charitable Giving Reminders
By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® 2020 has been a unique year in many aspects. COVID-19 has created many problems, including delays in processing certain transactions. As we approach year-end and…
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