It’s Time for Empty Pockets
In recent years, Donor Advised Funds (DAFs) have become a popular way for individuals to channel donations to qualified nonprofits. And because DAFs afford individuals useful tax and other benefits, many advisors have appropriately recommended DAFs to clients, often referring to them as “charitable savings accounts.” While DAF “sponsoring organizations” technically have control over funds…
Read MoreGive, and You Will Receive
https://www.johnmoore.com/content/uploads/2019/12/20191108.mp3 There’s such thing as buyer’s remorse, but never giver’s remorse. CERTIFIED FINANCIAL PLANNER™ professional Brian Cochran, of John Moore Associates, explains how you should give now to reap the benefits, how your money isn’t actually yours to begin with, and how it’s never too early— or too late— to start giving. This material is…
Read MoreGiving and Receiving
In preparing for this blog, I asked my sons for their thoughts on what I should write about this month. My oldest, Carson, surprised me with his thoughtful response. “You should write about how people shouldn’t give just to be recognized.” I asked him to tell me more. “Well, I think sometimes people give money…
Read MoreTax Incentives Are Not a Sin | Part Three
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 3 of a 3 Part Series With this Insights, we conclude our reflection on tax season along our theme, Tax Incentives Are Not A Sin. In part one of this three-part series on tax reduction strategies, we explored ways you can save taxes by…
Read MoreTax Incentives Are Not A Sin | Part Two
Published on Monday, June 26, 2017 Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 2 in a 3 Part Series Our reflection on tax season continues along our theme, Tax Incentives Are Not A Sin. In part one of our three-part series on tax reduction strategies, we explored ways you can save…
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