by John Dankovich | Oct 27, 2020 | Wealth Coaching
In our series we have discussed how to determine if you can afford to be charitable, and if so, how to consider those things that provide you with your Charitable Aspirations. In this article, we consider how to go about making your charitable gift a reality. For our...
by John Dankovich | Oct 14, 2020 | Wealth Coaching
Where and How Do You Want to Interact with Charitable Giving? In our last article, we discussed how one can determine if they can be charitable. Once you have done the analysis to determine what assets and cash flow you need to provide for your living expenses through...
by John Dankovich | Sep 30, 2020 | Wealth Coaching
Intellectually, people know that charitable giving is a good thing. Emotionally, they know that giving will make them feel good. Yet, often they do not know how to think about their giving. Most questions they confront tend to center around “My first responsibility is...
by John Dankovich | Sep 16, 2020 | Wealth Coaching
The SECURE (Setting Every Community Up For Retirement Enhancement) Act of 2019 was signed into law on December 20, 2019. It makes significant changes in how those who inherit an IRA account must make withdrawals from such accounts. Before 2020, if an individual owned...
by John Dankovich | Sep 20, 2019 | Think Like A Wealth Coach
Many families we meet have gone through a cycle of gathering ideas, making progress and then pressing the pause button prior to execution. If you’ve been through this, you are not alone. It can be difficult to tell which feels worse: a lack of action around something...
