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  • The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset

    The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset
    2022/09/08

    Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.

     


    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com


    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    13 分
  • Can I Give Money Without Being Taxed?

    Can I Give Money Without Being Taxed?
    2022/07/28

    In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    13 分
  • Financial Planning With The End In Mind. Part 2

    Financial Planning With The End In Mind. Part 2
    2022/02/25

    Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity.

    Resources

    • "Gifting Effectively: Don't Forget Taxes and Investments!" Gifting Effectively: Don't Forget Taxes and Investments! - The Financial Enhancement Group (yourlifeafterwork.com)
    • "Leaving A Legacy Part 2", article by Joe Clark, CFP Leaving A Legacy, Part 2. - The Financial Enhancement Group (yourlifeafterwork.com)

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    13 分
  • Financial Planning With The End In Mind. Part 1

    Financial Planning With The End In Mind. Part 1
    2022/02/23

    Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this segment of Consider This Program.

    Resources

    • "Trusts, QCDs, & the Death Benefit" Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit - The Financial Enhancement Group (yourlifeafterwork.com)

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    12 分
  • How We Can Help Companies Be Better Givers

    How We Can Help Companies Be Better Givers
    2021/12/31

    Small businesses really are the backbone of the American Economy. As such, we need their participation in charitable giving. What is the best way for a business owner to make gifts to their church or charity? Find out on Consider This Program.

    Learn more at thebettergiver.com

    Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    13 分
  • Making The Most Of Your Gifting

    Making The Most Of Your Gifting
    2021/12/30

    You don’t have to make a lot of money or have a lot of assets to be a Better Giver. We are called to do the best with the talents and resources we have. We will break down being charitable from three perspectives: giving cash, giving assets, and giving time. Here’s to being a Better Giver.

    Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement

    Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    13 分
  • The Crucial Ingredients Of Successful Giving: Timing, Application And Credit (At Least From A Tax Perspective)

    The Crucial Ingredients Of Successful Giving: Timing, Application And Credit (At Least From A Tax Perspective)
    2021/12/29

    Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today.

    Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement

    Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    13 分
  • How We Have Helped People Be Better Givers

    How We Have Helped People Be Better Givers
    2021/12/28

    Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today.

    Learn more on this topic in this article yourlifeafterwork.com/important-estate-planning-considerations-when-givingto- charity

    Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

     

    Connect with Financial Enhancement Group:

    Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup

    Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits

    Visit our website at www.yourlifeafterwork.com

     

    We would love to answer your questions on air!

    Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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    12 分