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How to Make Charitable Giving Part of Your Financial Plan

Carson Wealth

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.

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Personal finance links: not worrying about money

Abnormal Returns

Podcasts Christine Benz and Jeff Ptak talk with Fritz Gilbert and Eric Weigel about retirement planning mistakes. savantwealth.com) What is an estate plan? thomaskopelman.com) New parents face their own financial planning challenges. bestinterest.blog) The Private College 529 Plan flies below the radar.

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Estate Planning 101

Integrity Financial Planning

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Get in touch with us to find out how we can help you create a financial plan for your retirement and the future. A Will vs. a Trust.

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan. Pillar 4: Estate planning Estate planning is often overlooked and deferred as an end-of-life task.

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#FASuccess Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning, With Zack Hubbard

Nerd's Eye View

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

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The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed

Nerd's Eye View

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

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4 Pitfalls of Not Having a Financial Plan

Carson Wealth

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.