CHARITABLE GIVING

CHARITABLE GIVING

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and no estate taxes on the charitable contribution upon your death.

With the increasing tax environment we expect in the United States in coming years, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
 

America's Retirement Reality Check by Nancy Ellis and David Ellis

AFTER ALL, RETIREMENT IS THE LONGEST VACATION OF Y OUR LIFE.

The problem is 57% of American workers have saved less than $25k for retirment, and 28% have saved less than $1,000.

ARE YOU PLANNING FOR YOUR RETIREMENT LIKE YOU PLAN FOR VACATION?

There are solutions that will help you protect your life, your retirement, and your legacy.  

Take the fear and unknown out of the equation and put retirement securely within your reach.

ARE 
YOU
ON TRACK?