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Your Life Your Wealth

Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Now displaying: Page 1
Oct 18, 2019

For most of us, as we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year.  CFN’s John Walker is joined by Dien Yuen, Assistant Professor of Philanthropy at the American College of Financial Services, an expert on charitable giving for families and charitable institutions. They discuss ways you can help others through donations designed to efficiently fit into your financial and tax planning strategies for the year. These include the benefits of appreciated stock donations, donation bunching, required minimum distribution donations, donor advised chartable funds and more.

Program Length: 28 minutes

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