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Charitable Contributions

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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