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Kandungan disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?

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Manage episode 408365707 series 3564307
Kandungan disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

142 episod

Artwork
iconKongsi
 
Manage episode 408365707 series 3564307
Kandungan disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

142 episod

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