Category: Wealth Management
Blog
3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
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Why Choose Dynamic Legacy Planning for Investment Management
Investment Management in Greenfield, IN Money can be complicated but it doesn’t have to be, as a firm that handles investment management in Greenfield, IN can tell you more about. Investment can seem like an intimidating process and there are many options to choose from. Luckily, you …
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Why Choose Dynamic Legacy Planning as a Wealth Management Company
Wealth Management Company Greenfield IN If you are looking for a wealth management company in Greenfield, IN then look no further than Dynamic Legacy Planning. We have years of experience in helping clients manage their wealth. Whether it be through managing investments, complex financial p …
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Why Choose Dynamic Legacy for Wealth Management
Wealth Management Company Greenfield, IN Determining a clear process for wealth-building is far from easy and simple, as a wealth management company in the Greenfield, IN area knows. There are many misconceptions about the best way to build wealth, but when you seek services from a reputabl …
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As Gaming Industry Levels Up, So Does Its Value to Investors
Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.
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Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes
Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.
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You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!
My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.
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5 Risk Factors to Watch in the Third Quarter of 2021
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
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What to Consider if You Receive the Monthly Child Tax Credit Payments
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
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Knowing When to Update Your Estate Plan
From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
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