We want to thank the folks at the National Christian Foundation for a great article on an alternative way to give and a new twist in Here are some alternative giving strategies for those of you who might be feeling the pinch financially but still have a heart to support your favorite charities Drawing on insights from an article by the National Christian Foundation we're focusing on using your IRA for charitable giving Of course these are general recommendations and may not apply to everyone You should consult with your CPA for specific advice based on your circumstances Okay here [... more]

Cole Pearson is the President of Investment Solutions at OneAscent which is a family of companies dedicated to faith-based investing and an underwriter of this program HOW DOES ONE ASCENT VIEW INTERNATIONAL INVESTING One Ascent views international investing as a critical component of a well-diversified investment portfolio They believe that investing in international markets can mitigate risks and potentially enhance returns Historical data shows that international markets have outperformed U S markets in several decades highlighting the importance of global diversification IS VALUES-BASED INVESTING POSSIBLE WHEN INVESTING ABROAD One Ascent strongly believes that values-based investing is achievable globally They emphasize [... more]

Hans and Robby are back again this week with a brand new episode This week Hans Robby and Tom Griffin discuss rolling over ks and more Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

The end of the year is upon us so now is a great time to consider a Qualified Charitable Distribution or QCD As Peter with Richon Planning explains to Erin Kennedy this is a great way to make a large gift to your favorite non-profit while lessening your tax burden When structured correctly a QCD allows your donation to go directly from your IRA custodian to your chosen charity Not only can it be counted toward satisfying your required minimum distributions or rmds but it also decreases your adjusted gross income Richon Planning specializes in holistic tax planning If you'd [... more]