This week, we stick with year-end money moves to help strengthen your position. Hear about HSAs, RMDs, QCDs, Roth Conversions, and other techniques. Gain the tools and perspective from which to approach a multi-faceted, multi-year income tax plan for your family! And what if you’re a business owner? What are the options?
These are the questions we'll help you answer - and beyond what AI can give you! We hope you capture year-end giving and planning opportunities. Enjoy!
Weekly Verses:
And do not seek what you are to eat and what you are to drink, nor be worried. For all the nations of the world seek after these things, and your Father knows that you need them. Instead, seek his kingdom, and these things will be added to you. Fear not, little flock, for it is your Father's good pleasure to give you the kingdom. Sell your possessions, and give to the needy. Provide yourselves with moneybags that do not grow old, with a treasure in the heavens that does not fail, where no thief approaches and no moth destroys. For where your treasure is, there will your heart be also. - Luke 12:29-34 (ESV)
References:
English Standard Version Bible, 2001, Luke 12:29-34
Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.
This week, we stick with year-end money moves to help strengthen your position. Hear about HSAs, RMDs, QCDs, Roth Conversions, and other techniques. Gain the tools and perspective from which to approach a multi-faceted, multi-year income tax plan for your family! And what if you’re a business owner? What are the options?
These are the questions we'll help you answer - and beyond what AI can give you! We hope you capture year-end giving and planning opportunities. Enjoy!
[Weekly Round-up available Monday evenings]
Weekly Verses:
And do not seek what you are to eat and what you are to drink, nor be worried. For all the nations of the world seek after these things, and your Father knows that you need them. Instead, seek his kingdom, and these things will be added to you. Fear not, little flock, for it is your Father's good pleasure to give you the kingdom. Sell your possessions, and give to the needy. Provide yourselves with moneybags that do not grow old, with a treasure in the heavens that does not fail, where no thief approaches and no moth destroys. For where your treasure is, there will your heart be also. - Luke 12:29-34 (ESV)
References:
English Standard Version Bible, 2001, Luke 12:29-34
Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.
