Tag: charitable giving financial planning

Effective Tax Planning Strategies

By Hazel Secco, CFP ®, CDFA ® There’s no getting around the fact that we must pay taxes…

A Guide to Bunching Charitable Contributions

By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a…

Charitable Giving Strategies: The Power of Donating Stock

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