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The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to me to discuss your insurance strategies.
Did you know this about money management? December is an ideal month for year-end gifts. I can help you incorporate charitable giving into your wealth plan. Contact me to learn more.
Tax-smart charitable giving strategies you can use any time of year
Better support your favorite charitable organizations by spreading your giving throughout the year. It may also be beneficial to you. Read more:
Read MoreLooking for an opportunity to reduce your tax payment? Loan interest deductibility could be an option, depending on the borrowing purpose. Connect with me to discuss. Click here to learn more. https://docs.rbcwealthmanagement.com/us/31425-know-options-for-loan-interest-deductibility.pdf
Want to help raise money-savvy adults? Contact me for financial literacy resources for youth, teens and young adults.
BlackRock study finds companies with more women in workforce outperform rivals
Companies with a more equal sex-split, a greater number of women in management, and higher standard maternity policies, outperform rivals which lag in these areas, a study by BlackRock has found.
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