Category: Charitable Giving

New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect

Written by Hazel Secco, CFP®, CDFA® Key Points: Last month, President Trump signed the One Big Beautiful Bill…

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Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

Written by Hazel Secco, CFP®, CDFA® Tax season may be behind us, but for high-earning women in leadership,…

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Last-Minute Year-End Tax Moves to Help Maximize Your Savings

Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year…

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A Guide to Bunching Charitable Contributions

Written by Hazel Secco, CFP®, CDFA® Key Takeaways Being charitable is not only a noble act but also…

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Charitable Giving Strategies: The Power of Donating Stock

Written by Hazel Secco, CFP®, CDFA® Key Takeaways A Smarter Way to Give Back Ever notice how meaningful…

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