Yearly Archives: 2013

Donor Advised Funds And Tax Deductions

As year-end tax planning and charitable giving activity swing into high gear, you may want to take a look at donor-advised funds. These funds allow an individual to make donations to an IRS-approved 501(c)3 charitable organization in a simple, tax-advantaged way. The donor-advised fund offers two advantages over direct charitable donations. First, it  read more »

It’s Headed Our Way Ladies…Are You Ready?

God has a sense of humor – I am not a gal that ever thought I would write a blog about money! My first memory of money was when I was seven. My dad placed one $10 bill on the bed and another pile of five $1 bills next to it. He asked  read more »

Retirement Plans Focus: Individual 401(k) Plan

Are you a small business owner or self employed? The IRS estimates there are more than 20 million sole proprietors in the United States, and some business owners may not be aware that they can realize immediate tax benefits by setting up an Individual 401(k) plan. As the year-end approaches, it can be  read more »