Potomac Financial Group’s Newsletter
I hope you enjoyed all the food, football and family that Thanksgiving has to offer! I love Thanksgiving and it’s an important time to reflect on all the special things and people we are so thankful for. With the season of giving now in full swing and the tax year coming to a close, you may be thinking of the best ways to make charitable contributions. Perhaps you have gratitude for a scholarship from your alma mater or a health-related nonprofit. We all have important causes that are near and dear to us. For many of our clients, charitable giving is an important part of their financial planning. Most importantly, it’s an opportunity to give back and so often driven by gratitude. Our team is always excited to help a client fulfill their desire for giving. We’re here to help you maximize your financial resources and develop strategies for contributing to your favorite cause.
In this edition of The Heron, the article, “Out-of-the-box alumni donations,” although lofty, may inspire you to think about creative ways of donating to your alma mater. Here are two additional articles on charitable giving that discuss strategies to ensure you are making the most of your donations.
Please don’t hesitate to reach out if you would like to discuss charitable giving and your financial plan.
Jeremy S. Dvorak, CFP®, CASL®
CERTIFIED FINANCIAL PLANNER™
Potomac Financial Group
The information contained in this material does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Jeremy Dvorak and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Raymond James is not affiliated with and does not endorse the services or opinions of the various podcasts or applications discussed in this material.
Consider using tax-advantaged accounts to help lower your tax bill.
Medicare decisions that have to be made.
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Our own Sara Lempa made this mouth-watering dessert and the PFG Team was thrilled to perform a taste test. We loved it!