3 Tasks for Year End Planning
As the holiday season descends upon us, it's important to have a plan in place as the fiscal year comes to a close.
As the holiday season descends upon us, it's important to have a plan in place as the fiscal year comes to a close.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your year end contributions can create tax benefits for both you and your chosen charity.
Does your Financial Plan include "what's next?". Having a complete plan will help you be successful in your future planning. Make sure you are asking the right questions.
Our clients come to us for security and peace of mind in five specific areas: income planning, estate/charitable planning, tax planning, healthcare planning, and asset management/wealth planning. How can we at Vizionary help you and those you love?
Why are we sponsoring an up and coming driver in a NASCAR developmental series?
For the charitably inclined, fewer tools are more beneficial than the donor advised fund. Here's how you can use them.