4 tax-smart strategies to enhance your charitable giving
As we enter this season of giving, you’re likely making charitable gifts a top financial priority right now.
The following article was originally featured in the October issue of SDBANKER Magazine. You can view the digital issue here. “The eternal question for wealth management firms is: How do we as advisors stand out in a sea of sameness?
Oftentimes, when people think of financial planning, they assume that it’s only relevant to those nearing retirement or who have substantial assets — and it’s easy to see why that perception exists. But, what about younger adults?
As Benjamin Franklin once said, nothing in this world is certain except death and taxes. Fortunately, with a well-drafted estate plan, you can avoid burdening your loved ones with some of the negative financial effects of both.
Can you imagine having $1 million in debt? Well Sarah Kurtenbach doesn’t have to. She and her husband lived it — and then she went on to start moveHER Money, a company that teaches others financial literacy.