It’s fall, and now is the time to be thinking about year-end tax implications. What can you do to protect yourself? We have not only provided an article on this topic, but we also have the replay of our recent Webinar with Cooper outlining top tax strategies that might be right for you.
Is a QCD the right option for you? This month, we share a thoughtful, step-by-step guide on aligning your charitable giving with your personal values, so you can approach it with intention before the holiday season rolls around.
Check out the Quarterly Insights, with a spotlight on the election. Cooper’s latest podcast has hit the streaming platforms. Let’s talk about those traditional IRA’s, take a listen now then forward on to your friends and family.
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 October 2024 Newsletter. For past publications, check out Insights & Commentaries.
