Posts Tagged ‘Charitable Giving’
August 29, 2026
August 29, 2026: Debt, Discounts, & Donations
$40 Trillion in Debt: How Worried Should We Be? Buying Down Mortgage Rates: Worth It or Waste? Turning Stock Gains into Charitable Giving
October 26, 2024
Market Roundup: Oct. 21 – Oct. 25, 2024; Case Study: Creating a Legacy of Philanthropy; Q&A Time: Georgia’s Tax Rebate and Diversifying with International Stocks
Read MoreJuly 13, 2024
Market Roundup: July 8 – July 12, 2024; Case Study: Net Unrealized Appreciation; Q&A Time: Charitable Giving and Joint Accounts
Read MoreApril 20, 2024
Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”
Read MoreDecember 2, 2023
Market Roundup: Covering November27 – December 1, 2023; Case Study: Qualified Charitable Distributions; Q&A Time: Shein’s IPO
Read More