As we prepare for tax season, it is a good idea to start thinking about how we can structure our finances, investments and charitable planning to give us a better outcome a year from now. The following are a few ideas we are discussing with our clients; Bunch your charitable giving. With a standard…
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Cary Stamp, Debbie Craig, Peter Stevens, Robert S. Taylor, Francis (Jack) Schanne, Matthew Mellusi, Austin Kuyrkendall, Andrew (AJ) Outcalt and Ryan Swenson are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member www.finra.org www.sipc.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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