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Financial Planning in the Year of Spouse's Death

Financial Planning in the Year of Spouse's Death | Investment Management

The year of a spouse’s death is a difficult time.  It is also a crucial period for making sure the surviving spouse has enough to provide for their remaining years. Starting a financial plan early on can help mitigate the stress associated with navigating financial decisions when this occurs.   

Published on: 12/24/2018  |   Category: Financial Plan 

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Donor Advised Funds - An Accessible Giving Strategy

Donor Advised Funds - An Accessible Giving Strategy | Investment Management

If you strive to give to charity each year, but have variable income, a donor advised fund could be a good fit for you. Donor advised funds allow you to take a tax deduction today for funds set aside for future donations. Once money is put into the donor advised fund, it can only be sent to charity. We can open donor advised funds can be opened with an initial contribution of $5,000 or more.

Published on: 12/17/2018  |   Category: Financial Plan 

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529 Plans - Tax Free Returns for Future Education Expenses

529 Plans - Tax Free Returns for Future Education Expenses | Investment Management

Every year, many people spend considerable time trying to discern the best gift for family members. Despite the time spent by givers, many of the gifts are ultimately returned or unused.

Published on: 12/10/2018  |   Category: Financial Plan 

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