Charitable Giving
Arizona Tax Credits Offer Tax Savings
Fall is a great time to be proactive about your tax strategy. The year will be over before you know it, and you don’t want to miss a meaningful opportunity to lower your taxes. You may already know about some common deductions and strategies like charitable giving and tax loss harvesting. But if you’re an…
Arizona Tax Credit Reminder
Don’t lose sight of this opportunity to cut your tax bill while practicing generosity. Each year, Arizona offers tax credits that independently reduce your state taxes when donations are made to select schools and organizations. Each credit has its own rules and limitations. You can learn more about individual tax-cutting opportunities on the Tax Credit…
ABQ Connect: National Christian Foundation Study
Over the next 25 years, a tremendous transfer of wealth is expected to take place between generations within families and through donations to charities. The National Christian Foundation surveyed Christians to find out how they feel about this transfer of wealth and what guides their giving. Brian Cochran joins KLYT to discuss the results of…
Finding A Purposeful Retirement
Research has proven what experienced financial planners know from experience: Retiring too early is not good for your mental health. Financial companies often advertise a form of retirement that emphasizes a life of recreation and pleasure. Americans gladly accept this relatively new idea of retirement and look forward to this lifestyle. Millennials have taken the…
Gamechanger Giving
What does it mean to be a gamechanger? The dictionary defines a “gamechanger” as a “newly introduced element or factor that changes an existing situation or activity in a significant way.” There are many charitable organizations out there waiting for the gift that will change everything. Can that gift-giver be you? Over the past few…
Benefits, Generosity, Succession
Brian Cochran joins the Campbell Law Reporter to discuss the importance of entrepreneurial generosity, beginning with tips for how small business owners can navigate benefits. He advises owners who might be wondering how they can better care for and retain employees to build a culture of generosity by rethinking their benefits packages. This culture of…
Half Your DAF
2020 was a unique year financially, resulting in a lot of cash just sitting there, unused. This is a perfect time to give and “half your DAF” (donor advised fund). Ask yourself, how much do I really need? How much is enough and what do I do with the rest? Many people find they have…
Your 2021 Giving Plan
For a lot of people, January is the start of new resolutions, many that stick and many more that putter out after a month or two. We believe that making the decision to be more generous is one that everyone and anyone can, and should, adopt. Developing (and adhering!) to a giving plan is easier…
Generosity Principles: The P’s of Giving
Increasing your family’s generosity is easier when you have a giving plan based on sound principles. I frequently meet families who have a plan for saving, investing, or spending, but an intentional giving plan is rare. Why is this the case? As we talk to new clients, they often express a goal to give more…
Principles for Real Generosity
2020 has been a year of many ups and downs. But giving will always have the power to lift. Brian Cochran joins us to discuss the P’s of giving, the impact of sacrificial generosity, as well as how the market has fared since the presidential election.