fbpx

elvatewpadmin

Could a Donor-Advised Fund Save You Money on Taxes?

Could a Donor-Advised Fund Save You Money on Taxes?

By Jim Shellenberger, CFA, CFP® Are you looking for ways to optimize your charitable contributions? Donor-advised funds (DAFs) are a great strategy to not only reduce your tax burden but also increase the impact of your generous donations. In certain situations, your charitable contributions might even allow you to completely offset your taxable income. Explore …

Could a Donor-Advised Fund Save You Money on Taxes? Read More »

2023-7_Don't Wait Until It's Too Late- The Importance of Financial Planning

Don’t Wait Until It’s Too Late: The Importance of Financial Planning

By Jim Shellenberger, CFA, CFP® We’ve all procrastinated at some point. Maybe it was a homework assignment when you were in school or that house chore that just never seemed to get done. When we procrastinate on these little things, usually the consequences aren’t too large. But if you put off creating a plan for …

Don’t Wait Until It’s Too Late: The Importance of Financial Planning Read More »

2023-6_Emergency Savings Your Financial Lifeline and How to Maximize Its Potential

Emergency Savings: Your Financial Lifeline and How to Maximize Its Potential

By Jim Shellenberger, CFA, CFP® When you encounter an emergency, it often goes hand in hand with an unexpected cost. Whether it’s a car repair, a hospital visit, or a leak in the roof, having emergency savings can act as a safeguard against those surprise expenses. We’ll explore the essentials of creating an emergency savings …

Emergency Savings: Your Financial Lifeline and How to Maximize Its Potential Read More »

2023-5_What Is Financial Planning & How Is it Different From Investment Management_

What Is Financial Planning & How Is it Different From Investment Management?

By Jim Shellenberger, CFA, CFP® Financial professionals offer a range of services, from investment advice and management to financial planning and wealth management. Although these terms are often used interchangeably, they involve different processes and outcomes. It’s a common misconception that these terms are synonyms for the same thing, but that couldn’t be further from …

What Is Financial Planning & How Is it Different From Investment Management? Read More »

2023-4_Don’t Be Caught Off Guard This Tax Season

Don’t Be Caught Off Guard This Tax Season: These Are the Most Overlooked Tax Deductions You Should Know

By Jim Shellenberger, CFA, CFP® Surprises are usually enjoyable—unless it’s time to file your taxes. For many people, tax season is a time of stress and anxiety, especially after all the economic instability over the past few years. Navigating the intricacies of your own finances and the continually changing tax codes and regulations can be …

Don’t Be Caught Off Guard This Tax Season: These Are the Most Overlooked Tax Deductions You Should Know Read More »