August 2, 2018

Read FYI – The inside news from Arnerich Massena’s Wealth Management Team

Bringing you the inside news from Arnerich Massena’s Wealth Management Team

Tax-Efficient Charitable Giving

If you are considering making charitable gifts during your lifetime or at your death, it’s important to understand that not all dollars are taxed equally. In this article, senior wealth strategist Glen Goland, JD, CFP, discusses several common strategies for tax-efficient gifting. Read more here.

Practical Planning: Tips for 529 Plans

With the back-to-school frenzy around the corner, there is no better time for parents and grandparents to refresh their knowledge on 529 plans. In this article, paraplanner Katherine Fox shares some helpful tips. Read more…

 

 

Philanthropy Focus: Native Arts and Cultures Foundation

Read here about the amazing work and art of the Native Arts and Cultures Foundation. Find out about current fundraising events and capital calls.

 

 

Partnering in Our Community: 2018 Special Olympics USA Games

Investment advisor Kate Deines served as ambassador of the 2018 Special Olympics USA Games held in Seattle. She shares her experience in a recap of this incredible event. Read more here…