Retirement can sneak up on you.
Nancy Coumou, CFP®, Wealth Advisor of BlueSky explains the pros and cons of some charitable-giving strategies from a tax planning perspective.
You give to a charity to support its good work, not, foremost, to get a tax benefit; but the tax benefit is a nice bonus. With good financial planning, there are ways some donors can maximize the tax benefit of such gifts.
If you have a long investment horizon and your goal is to accumulate wealth, moving out of the market in anticipation of a decline is not a good strategy. Why? Only hindsight can tell you whether you are making a good decision.
Building relationships is what business is all about. That includes relationships with team members, vendors, colleagues and customers. One tool for building better relationships is the Johari Window, developed in 1955 by Joseph Luft and Harry Ingham (thus, “Jo-Hari”).
Submitted by Chris Cahill on February 23, 2016
TD Ameritrade Institutional Veo® Integration now available with Salentica CRM
The Law of Timeliness: The ability to act faster than anyone else can be your greatest asset.
Time is the currency of the twenty-first century. Your ability to set priorities and then to move fast and get the job done quickly and well is the most valued set of time management skills in the work place today.