Glamour的动态

Cheers to the incredible spirit of these students at the Salesathon Fundraising Party! ?? Their dedication raised over $100,000 for the St. Patrick's Center, feeding 3,500+ people monthly. ??? ? What's the connection to retirement? Just like these students strategized early for success, you need to strategize ahead for retirement ASAP! The sooner you start, the more time your investments have to flourish. #retirement #investing #fundraising

Reflecting on recent conversations, I've noticed there is some confusion around investing in Fortuna. Many view it as a donation rather than the exciting investment opportunity it truly is. Just like setting aside funds for your 401K or retirement, investing in Fortuna is about building wealth and securing your financial future. Creating a for-profit business with such a meaningful mission can sometimes blur the lines, but it's important to clarify: investing in Fortuna isn't a charitable donation; it's a strategic investment. De novo banks in Columbus, Ohio, have a track record of generating positive returns from their shareholders, often ranging from 8% to 14% IRR over a seven-to-ten-year period. What makes Fortuna special is our dedication to empowering women and breaking down financial barriers. If you are considering joining our community here are some key points to consider: *Fortuna will be one of only THREE intentionally created women-owned banks in the nation. *We're proud to have a diverse group of shareholders, with investments ranging from $10,000 to $1,000,000. *You can use IRA dollars to invest, aligning a longer-term investment with funds already earmarked for the future. *Your investment in Fortuna will make a positive impact, contributing to further economic growth. *While our HQ will be in Columbus, Ohio, our services will be accessible to anyone across the country. Investing in Fortuna isn't just about financial gain; it's about driving meaningful change and empowering women entrepreneurs and consumers nationwide. Join us on this journey to create a more inclusive and equitable financial landscape. Together we can make a difference! If you're interested in joining our community of shareholders, please reach out to me or Lisa Berger directly. #FortunaBank #EmpowerWomen

Tune into an informative PIMCO discussion on how your clients can benefit from strategic #TaxPlanning by increasing #Retirement account contributions, booking capital losses to offset gains, and bunching itemized deductions for charitable giving??? https://lnkd.in/eXfEwvu5

Sponsor Spotlight: We are thrilled to have L5 Investments on board as the Title Sponsor of the Capital Cup again this year. Their support brings us one step closer to making L5 Investments Capital Cup a resounding success. We're thrilled to have them on the team. ? L5 Investments is a company that specializes in improving the value of well-located multifamily properties in emerging, growth markets throughout the United States. Their seasoned reputation of trust and track record allows them to deliver best in class investment opportunities that offer consistent income, maximized tax advantages, an excellent hedge to inflation, and attractive long-term risk-adjusted returns. Investors can enjoy quarterly cash distributions and tax-free refinance proceeds, often enabling them to recoup a substantial portion of their initial investment before project completion. Multifamily investing is a smart choice for many reasons. Apartments are the #1 risk-adjusted, inflation-adjusted cash flow stream, with a lower risk profile relative to other real estate and alternative investments. There is also a continued rising demand for rental housing due to demographic trends, limitations in housing supply, and rising costs of homeownership. Additionally, there are superior financing terms for multifamily acquisitions, stability across economic cycles, ownership of tangible assets, and tax benefits. A HUGE thank you to Michael Flaherty and L5 Investments for their generous donation! ? Mark your calendars - The Capital Cup is happening September 13-15th 2024, and our golfers will be fundraising all summer long. Please visit https://lnkd.in/gEqq-xuF to donate or to learn more. ? #CommunityImpact #CharitableGiving #Sacramento #L5InvestmentsCapitalCup

U.S. Bank Private Wealth Management provides a valuable resource for year-end planning. Now is the perfect time to assess retirement contributions, consider tax-loss harvesting, explore investment strategies, and plan for charitable giving. #USBank #PrivateWealthManagement #WealthPlanning

There are some excellent reasons to give away some of your wealth to charity, either during your lifetime or as part of your legacy.?The most obvious, of course, is that you want to do something good with the wealth you’ve accumulated or inherited. But there are also several ways that charitable giving can help to reduce your tax liabilities. So you could call it a win-win. If you are considering making a charitable donation, and want to know more about tax-efficient charitable giving, talk to your Talis IFA. The link to find an adviser is below:

Do you want to feel more confident about tax concepts and planning strategies? The new UBS Advanced Planning Group's 2024 Planning Guide educates you on key planning strategies to help meet your retirement, charitable giving, wealth transfer and other wealth planning goals. https://ubs.gv6.co/lZaeX7 #FiancialAdvisor #FinancialPlanning #EstatePlanning #TaxPlanning #WealthManagement #RetirementPlanning #Entrepreneur

A Charitable Remainder Trust (CRT) is a way to generate income in retirement while being generous with your assets. Watch this video to see if this type of Trust might be a good option for you! https://lnkd.in/e2haxWSb #estateplanning #legacyplanning #retirement #retiredlife

Maximize contributions to retirement accounts like 401(k)s and IRAs to take advantage of tax benefits. Consider tax-loss harvesting to offset capital gains by selling investments that have lost value. Make charitable donations to reduce taxable income. Assess your progress towards your financial goals and make any necessary adjustments to your plan.

Many investors know that charitable organizations like Goodwill accept marketable securities in lieu of cash. There are many benefits to this, including the opportunity to avoid paying the capital gains tax, but it might not be as simple as it seems. Investment Strategist Greg Kanarian discusses the rules: