Charitable Giving

Making a Charitable Contribution

Making a Charitable Contribution

Rebecca Mack2023-10-23T16:47:41+00:00October 23rd, 2023|Charitable Giving, Financial Planning|

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity

Volunteering in Retirement

Volunteering in Retirement

Rebecca Mack2023-04-14T16:08:05+00:00April 14th, 2023|Charitable Giving, Lifestyle, Retirement|

“This generation got no destination to hold... We are volunteers of America” “Volunteers” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though for a different period and

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