Perspectives on Planning
Dear Alumni and Friends,
Perspectives on Planning Issues
Welcome to the Fall 2014 issue of Perspectives on Planning.
Year-end will be here before you know it. The earlier you start your tax planning, the more opportunities you will have to realize positive outcomes. These last few months of the year present the opportunity to make the right moves to put yourself in a better financial position today and in the future. I hope the information inside helps you to find the key to four of the top year-end dilemmas facing American tax payers by exploring ways your charitable goals can work hand-in-hand with your personal finance goals to enhance the outcome of both. The booklet, Plan Now for the Furture: Your Guide to Year-End Planning – 5 Steps You Can Take Today, you can request for more details (see back panel for requesting information), is filled with creative options you may find useful for your personal situation. Just return the enclosed card to get your copy. I want to help, so please don’t hesitate to contact me if we can assist in any way with your planning process.