Archive for December, 2013

Tax Perks of Year-End Charitable Gifting

  • by April Harper on Dec 19, 2013
  • Posted on Our Blog
  • Comments Off on Tax Perks of Year-End Charitable Gifting

Help the causes you care about & help your finances in the process. An opportunity for you to give & save. As 2013 ends, you may be considering making one or more charitable gifts. In most instances, they are tax-deductible with benefits for the donor as well as the recipient. As you make any charitable […]

CONTINUE READING

It Isn’t Too Late to Save for Retirement

  • by April Harper on Dec 05, 2013
  • Posted on Our Blog
  • Comments Off on It Isn’t Too Late to Save for Retirement

If you’re 40 or 50 and haven’t begun, you must make the effort.  Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated assets will have fewer years of compounding to benefit from, that shouldn’t discourage them to the point of doing nothing.    If you need to […]

CONTINUE READING