Today, we honor those who made the ultimate sacrifice to protect our country and our freedom. And to those who have served or are still serving, we salute you and thank you deeply for your service.

Around this time of year, many of our clients donate to organizations that support veterans and their families. It often brings up questions around charitable giving.

Charitable giving is important – and they want to ensure they’re able to continue their charitable giving into retirement. That’s why we work with our clients to develop a financial plan that includes charitable giving as a significant component. We also educate them on the tax implications that come along with their donations.

If charitable giving is an important piece of your financial plan, but you’re unsure how it will fit with your retirement, give us a call today at 513-563-PLAN (7526) or book online here and schedule an appointment. We’ll sit down with you and discuss how to structure your plan to ensure charitable giving plays a role.

Nikki Earley, CFP®