Beyond the desire of our clients to have their investments professionally managed, people come to us because they’re facing an inflection...
READ MOREUsing your RMD for charitable giving
by Jon Sevenker | Sep 14, 2017 | Charitable Giving, P&A Articles
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
READ MOREUsing an RMD to give to charity
by Trey Pittenger | Jan 18, 2017 | Charitable Giving, P&A Articles
Giving generously and unconditionally can break the power that money has on you. This is a very powerful money lesson and hopefully, you have...
READ MOREDonor-advised funds increase charitable impact
by Trey Pittenger | Nov 8, 2016 | P&A Articles
Donor-advised funds (DAFs) are a great way to increase your charitable giving impact. Traditionally, a donor contributes highly appreciated...
READ MORECharitable giving from your IRA account
by Jon Sevenker | Dec 30, 2015 | Complimentary Services, P&A Articles
Since 2006, taxpayers over the age of 70 ½ have been allowed to make a Qualified Charitable Distribution of up to $100,000 per year directly...
READ MORE