Keystone Financial Group

P: (920) 969-0717 F: (920) 969-0719 info@kfgwi.com
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End of the Year Money Moves

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Here are some things you might want to do before saying goodbye to 2018. 

Provided by Lynn K. Berry

What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2019 begins.

Even if your 2018 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth.

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Charitable Gifting

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Have You Considered Charitable Gifting?
Could it make the world a better place? Could it make sense, financially?

 

Provided by Lynn K. Berry

 

A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with potentially significant tax advantages.

 

Charitable Remainder Trusts (CRTs). Taxpayers with highly appreciated assets, such as stock portfolios or real estate holdings, are often hesitant to sell those assets and reinvest the proceeds because of the capital gains taxes linked to the sale.

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P: (920) 969-0717

F: (920) 969-0719

info@kfgwi.com


145 N Commercial St,
Neenah, WI 54956


313 Watson St Suite F,
Ripon, WI 54971

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