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…

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A Guide to Bunching Charitable Contributions

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

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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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