In a world where every act of kindness can make a difference, tax-efficient giving can empower you to support causes you care about while optimizing tax benefits. As a Certified Financial Planner™ professional and a Certified Tax Specialist™ with over a decade of experience, I’m here to guide you through the art of giving wisely.…
If you think money can’t buy happiness, you’re not spending it right. At least, that is the conclusion of researchers Elizabeth Dunn (University of British Columbia) and Michael Norton (Harvard), two rising stars in the world of behavioral science, authors of Happy Money: The Science of Happier Spending. In the book, Dunn and Norton provide an…
Last month, we discussed creating your philanthropic philosophy – a personal, repeatable framework to guide charitable giving. This month, we’ll cover the Qualified Charitable Distribution (QCD). This gifting strategy ensures that you apply your philanthropic philosophy in the most tax-efficient way. If you want to sit back and watch me walk through this, along with…
You can consider this blog/vlog entry a mini-workshop for those of you looking for a framework to help guide your philanthropic intentions. I have had several client families in the same predicament: they’ve saved diligently, and through our work together, we ensure that their nest egg will support them to and through retirement. They have…