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Charitable Contributions

It’s a New Year, a New Decade … Are Your Finances Ready?

by Carolyn Walder

Many folks have probably read some version of the “2019 Year-End Checklist” that you need to consider for your finances. Well, this blog is going to take that one step further! While it is good to review these checklists to see if you have done what you wanted to accomplish this past year, it is much more helpful to start off the new year examining what you want to accomplish in the New Year so you have time to plan and schedule these events instead of frantically running around at the holidays! Here are some areas that you should consider …

Things to Consider for Your “To Do by December 31st” List

By Carolyn T. Walder

2016 Tax Breaks – Part 3

By Diana J. Batchelor

This third and final blog in the 2016 Tax Breaks series discusses qualified charitable distributions (QCDs) from individual retirement accounts, in which was made permanent in year-end legislation, the Protecting Americans from Tax Hikes Act of 2015. Because the QCD is now permanent, it is important to review the rules.

’Tis the Season

By Amy Thompson

At this time of year, from Thanksgiving through New Year’s, there are several weeks when there is often a lot of sharing and a lot of spending, and hopefully some saving too. Share Save Spend® is Nathan Dungan’s philosophy about how to combine “money and meaning.” Dungan’s vision is to change the world’s perception of money. Whether or not you agree with his particular principles, it is good to regularly evaluate how these three aspects of money—sharing, spending, and saving—fit into your life. The end of the year is good time reexamine your financial goals. The end of the year also brings some deadlines

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