Donor-Advised Funds (DAF) provide a simple solution for reducing your tax bill through charitable giving, even if you are part of the 90% claiming the standard deduction due to the recent tax reform. I’m covering four things in today's episode: Exactly what a donor-advised fund is in its simplest form Who is the right fit for using a donor-advised fund If you are a potential candidate, what’s the absolute best strategy for using …
How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin
If retirement is around the corner, you have likely considered downsizing your home. Whether it’s for a move to a smaller space or to finally clean out all that stuff you’ve accumulated over the years, downsizing can be a stressful prospect. There is so much to do. And what if you and your spouse don’t agree on what to purge and what to keep? It’s enough to make anyone’s head spin. Today we’ll talk with professional organizer Jen …
Five Wishes: America’s Most Popular Living Will with Paul Malley
Advanced care planning is not a fun topic to bring up at the dinner table. But, what happens if you get seriously ill or injured and can’t speak for yourself? Do you have someone you trust to speak on your behalf who can easily represent your wishes? Or, would your hospital room be fraught with conflict and arguments? Today, Paul Malley, President of Aging with Dignity, joins us to talk about Five Wishes. Five Wishes is an …
