Episode 4 - Charitable Giving & New Year's Resolutions

‘Tis the season for giving! And for getting your financial affairs in order.

With just a few days left to the year, what better time to finish your year-end gifting and set your sights on a prosperous 2018! Join hosts Patrick Stoa and Mike Macco as they discuss various ways to give and their easy tips on improving your personal financial situation.

Opinions expressed in the attached podcast are those of Patrick Stoa and Mike Macco and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. Investing involves risk and investors may incur a profit or a loss. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. Life insurance policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company.
Recorded in Tax Year 2017