This month, we’re focusing on steps you can take before 2024 to lower your potential tax liability and maximize your charitable gifting. We have included a couple articles you might find useful. We also have Cooper’s newest podcast; this month’s topic is on Credit Cards. Even if you think you know everything there is to know on the subject, this can still be a useful tool for someone in your life, especially with the holiday (geared towards spending) upon us.
We have included the Lunch and Learn Playback, in case you are curious as to what we covered recently on the subject of aging and the options out there. You’ll also see our newest trusted partner, Jen Dowda, whom we may refer you to, if the need arises. And then lastly, our noteworthy dates are listed. If you ever want to know what’s coming up, check here, as this will be the first place our events will be posted. You can also view that here.
Remember, as you continue on your financial path, we are here to answer questions and guide you along the way. As always, feel free to reach out to us with any questions.
Click the image below to read the December 2023 Newsletter. For past publications, check out Insights & Commentaries.
