Season 6

Charity tips for 2021

Episode Notes

From donating appreciated stock to establishing a donor-advised fund to contributing part or all of your Required Minimum Distribution from an IRA directly to a charity, there are many ways you can support the nonprofit organizations and causes you care about while also receiving significant tax benefits. However, before you give to any charity, it’s important to conduct background research to make sure the organization is legitimate and that they’re using most of their donations to fulfill their mission.

For further research:

Fidelity Charitable Gift Fund and Vanguard Charitable: Two relatively lower-cost donor-advised fund options

Recent Podcasts

Season 9
Advice for glass half empty investors

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Not everyone looks at their personal financial future through rose colored glasses. In fact a recent Gallup poll shows Americans not yet retired are more worried than anytime in the past ten years. Discouraged savers who see the glass-half-empty may actually need different financial strategies just based on their outlook. We give you solid financial planning tips that can make your outlook.

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Season 9
Help with Student Loan Repayments

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Learn how to lower your repayments and cut years off your loan payments w attorney and expert Rae Kaplan.

Show Episode Notes

Podcast Hosts

Pam Krueger

Pam Krueger

Terry Savage

Terry Savage

Richard-Eisenberg

Richard Eisenberg

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