Help us, helping others with #moneycoaching, helping those needing #financialeducation and a safe trusted place to talk about their money management and budgeting! www.capireland.ie/donate
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Not every financial decision needs to be the most OPTIMAL one 👇 - Using HSA to pay for medical expenses - One spouse decides to stay home - Paying off low interest mortgage - Having kids 🤣 - Donating to charity Still, be sure the numbers work… But at the end of the day, choose financial peace of mind #finacialplanning
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How about investing for a charity? Why not live with a dream in heart, rather than aimless life. Do we plan end use of our assets except legacy to legal heirs? Why not life can be broken in to financial milestones preplanned and pre allocated to pre determined goals? https://lnkd.in/gQKahjei #finance #education #wealthmanagement #pms #mutualfunds #stockmarket #financialadvice #insurancesolutions #retirementplanning #financialplanning #financialgoals #wealthcreation
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For high-net-worth and ultra-high-net-worth folk, you need to think about getting ahead of the Estate Tax exemption being cut in half in 2026. This could mean an additional 40% in taxes if you don't start utilizing the exemption today. This is about keeping more money for your loved ones or charity. Don't sleep on this! #maximizeyourwealth #maximizeyourlife #financialplanning #bendoregonwealth #goodstewardsofwealth
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Did You Know There's a Tax Code Designed to Help You Give Back? Many people are aware of common tax deductions and credits, but have you heard of Section 664? This often-overlooked provision within the tax code holds immense potential for those looking to: • Reduce their tax burden and keep more money in their pocket. • Support causes they care about through strategic charitable giving. • Endow America: Your Guide to Unlocking Section 664 Let's work together to help you: • Minimize your tax burden • Support your favorite charities • Achieve your financial goals • Make a lasting impact Don't let Section 664 remain a mystery. Let Endow America be your key to unlocking its potential! #TaxCode664 #CharitableGiving #FinancialPlanning #EndowAmerica #SocialSecharity #TaxBenefits #Empowerment #MakeADifference #FinancialLiteracy #WinWinSituation
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Tax season comes whether we like it or not. WillPower.ca has free tips from a financial advisor on how to save on taxes through a gift to charity in your Will. This 20-minute webinar from the #WillPower campaign gives great advice for impactful estate planning. Including: 1. How to support family and a charity like Luther College in your Will 2. How doing so can decrease any tax burdens placed on your estate 3. How you can create a Will that leaves a lasting legacy with ease 4. Where to find help and resources Register here: https://lnkd.in/gfzvUs4Y #financialplanning #LutherCollege #keepthelovegoing #plannedgiving
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Tax season comes whether we like it or not. WillPower.ca has free tips from a financial advisor on how to save on taxes through a gift to charity in your Will. This 20-minute webinar from the #WillPower campaign gives great advice for impactful estate planning. Including: 1. How to support family and a charity like Luther College in your Will 2. How doing so can decrease any tax burdens placed on your estate 3. How you can create a Will that leaves a lasting legacy with ease 4. Where to find help and resources Register here: https://lnkd.in/gfzvUs4Y #financialplanning #LutherCollege #keepthelovegoing #plannedgiving
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Turn2us - Tackling Financial Insecurity Together is a charity helping people with finding the correct benefits, grants and help whatever your situation: https://lnkd.in/dM_hvWx. School holidays may be tough, you may be struggling with energy bills or cost-of-living, you may have been made redundant - visit the site and use their calculators to see what you may be entitled to. Our Money Advisers have published a booklet: 'Reducing Everyday Living Costs' that may help you to save money - they are also here if you're in arrears or have debts building up. Their advice is to tackle things earlier rather than letting them get on top of you - take a look at how to get in touch: https://lnkd.in/efXWEBhi . . #turntous #turntouscharity #charitysupport #benefits #schoolholidays #costoflivingcrisis #benefitcalculator #moneyadvisers #reducinglivingcosts #livingindebt #debtadvice #moneyadviceteam #moneysavingtips #moneysavingideas
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💡 What’s Next? As we navigate recovery, we’re rescheduling our November event to spring 2025. Stay tuned for updates on how you can be a part of this inspiring gathering, bringing together leaders to discuss local economic repair. 🎟 Already have tickets? Here’s what you can do: 1️⃣Donate your ticket money to our recovery efforts, 2️⃣Leave your funds with us and receive your pre-purchased ticket for our spring Asheville event. Once we announce the date, if it is a conflict for you, you can ask for your reimbursement then, or 3️⃣Ask for and receive your full refund immediately. #NeighborhoodEconomicsEvent #AshevilleResilient #CommunityLeadership
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💰✨ Transform Your Relationship with Money! ✨💰 To achieve financial success, it's crucial to develop a positive association with money. Some people view money as the root of all evil, leading them to spend recklessly until they hit rock bottom. While giving to charities is commendable, don’t forget to take care of yourself first! Others think you need a hefty sum to start investing and saving. The truth is, creating good habits is key! Prioritize paying yourself first, and then decide where to allocate your funds. Remember, money will always find a destination! What money beliefs are holding you back? Share your thoughts in the comments! 💬👇 . . #FinancialFreedom #MoneyMindset #InvestInYourself #PositiveThinking #WealthBuilding #MoneyHabits #PayYourselfFirst #AbundanceMindset #FinancialSuccess #MoneyBeliefs #WealthCreation #Charity #PersonalFinance #MindsetMatters #EmpowerYourself
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Money date with my other half, Austin Gelsheimer. Today’s agenda included: 💲Discuss charity - each decide on a charity that supports our personal interest/passions. 💲Discuss next steps with the potential “dream” land purchase. 💲Figure out last-minute 2023 tax questions. Benefits: ✨Kid-free time together ✨Time outside of the office ✨ Great money/goal-alignment check-in If you already don’t hold space with your SO for these money conversations, now’s a great time to start! What’s on your agenda? #money #moneygoals #finance
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96 followers
Retired MD
1wWish I could help, but all goes to Ghana!!