Tue, 1 November 2016
Fidelity Charitable changes the way we donate, allocating safe money based on your retirement date and more investing nightmares
United Way used to be the largest charity in the United States. That honor now belongs to Fidelity Charitable who is changing the way Americans give with the use of tax-friendly donor-advised funds. What is the best way to gift appreciated stock? Other topics include:
Join Rob Black and I at one of our next retirement workshops at the Elks Lodge in Palo Alto. Admission is only $5 to learn about current market conditions, retirement planning issues and estate planning strategies. Click HERE to sign up!
Email your money question to email@example.com , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.