Month: November 2023

Four Financial Strategies for Empty Nesters

Written by Jeff Diamond, AIF® on November 27, 2023.

Your financial situation changes when the kids leave home, so discover helpful empty nester financial strategies you can use.

Plan for the Next Chapter with Practical Money Moves

You’ve successfully launched your adult kids out into the world – congratulations! This can be a time of mixed emotions – pride and excitement on one hand, and feelings of sadness on the other – but it’s also important to consider your financial plan for this new phase. What should your priorities be? What are your financial goals for this phase of life and how will you reach them? In the article below, we share practical empty-nester financial strategies that can help you navigate this transition and continue moving forward to clarify and accomplish your financial aspirations.

Recognizing Solomon Dodson – Fall 2023 Alumni Panel

Written by Zachary Morris, CFP® on November 21, 2023.

Recognizing Solomon Dodson for his recent participation in a Fall 2023 Alumni Panel discussion. 🌟 During this insightful session, Solomon shared his impressive industry journey since graduating from KSU SMIF.

His insights and valuable knowledge continue to be a significant asset to our organization, and we commend his unwavering commitment to sharing essential industry information.

Year-End Charitable Giving: 5 Strategies to Know

Written by Jeff Diamond, AIF® on November 6, 2023.

Year-end charitable giving could be a great way to reduce your tax liability while making a difference in others’ lives.

Support Your Favorite Charities While Potentially Reaping Tax Benefits

Taxes are an unfortunate fact of life. However, if you develop a strategy to reduce your total taxable income, you may see a marked decrease in the amount you owe each year – which can be a welcome outcome as we approach the holiday season and begin spending more on gifts, travel, and entertaining. If you’re hoping to reduce your taxable income this year, you might be happy to hear that you can enjoy possible tax benefits while also making a positive difference in other people’s lives. To do so, you need to select the right year-end charitable giving strategy. Read on for five such strategies that may fit your needs, both from a philanthropic standpoint and as smart tax planning.