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Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?

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Manage episode 408365707 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these questions (and a few more) in today's show!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

  continue reading

148 episoade

Artwork
iconDistribuie
 
Manage episode 408365707 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these questions (and a few more) in today's show!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

  continue reading

148 episoade

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