HUNTSVILLE, Ala. (TENNESSEE VALLEY LIVING) - Last week, WG Financial discussed how using your tax return like a roadmap could uncover inefficiencies and missed opportunities in your financial plan.
This week, Lead Financial Advisor Emily Mason (CFP®, CPWA) is discussing how retirees can be proactive with their existing charitable donations and possibly improve their tax picture at the same time.
Watch the full video for Mason’s explanation of what you can do to get the most return for your charitable donations.
You can contact WG Financial for consultations and learn more about their services by visiting their website, linked here.
For a Discovery Session with Emily Mason, please call 256-937-2010.
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