Friday, February 17, 2023
Technology Guide for Seniors Charles L. Thompson, Jr., MBA, CFP® | February 08, 2023Share | By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will...
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Friday, December 16, 2022
5 Smart Charitable Giving Strategies This Holiday Season The past year has been especially challenging for most investors.Even so, there are those who choose to remain faithful to the causes that are important to them. It is also...
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Thursday, April 28, 2022
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Friday, December 18, 2020
A Powerful Tool to Enable Giving Now You could be someone who would like to initiate a giving program so that you could see the benefit and experience the joy of giving now. Certainly, in many instances, the recipient of your...
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Friday, November 6, 2020
Donor Advised Funds (DAF) - A Powerful Way to Cut Taxes, Regardless of Your Financial Standing or Tax Bracket I’m beginning this article with the assumption that you’re already giving or that you would like to incorporate...
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Friday, October 16, 2020
“Our days are numbered. One of the primary goals in our lives should be to prepare for our last day. The legacy we leave is not just our possessions, but in the quality of our lives. What preparations should we be making now? The...
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Friday, October 2, 2020
Let’s assume that you wish to leave your home or farm, or a portion thereof to your church or another qualified charity. If you do so in your will, you will not receive a current income tax deduction. Alternatively, you could...
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Friday, September 18, 2020
Giving Should Be Fun One of our websites, www.journeybeyond self.com: has a lot of useful and practical information about charitable giving. But this morning as I was thinking about giving, the thought occurred to me that in addition...
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Friday, September 4, 2020
The Use of Life Insurance to Magnify Your Giving Plan The use of life insurance can be a powerful as well as creative tool in conjunction with your charitable giving. Traditionally life insurance is used to replace the income of bread...
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Friday, August 21, 2020
Families around the world participate in giving and philanthropic organizations. Giving as a family, to the organizations that mean the most to you, can ultimately give your family a legacy to be proud to share and pass on to future...
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Friday, August 7, 2020
Qualified charitable distributions (QCD) allow those who have reached the age of 70 ½ years old have the ability to donate up to $100,000 total to one or more charities from their IRA instead of taking the required minimum...
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