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Category: Charitable giving

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Laughing girls in field of sunflowers
28 Mar

Springtime Is the Perfect Time To Plan!

  • By Thrive Media
  • / Accounting, Charitable giving, End of Life, Estate, inheritance, Retirement, security, Tax, trust fund, trusts, Wealth
  • /Tags: assets, financial goals, IRAs, planning, retirement

Retirement may seem a long way off, but it's important to plan for the retirement you desire.

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Meeting people with Santa hats
11 Jan

Count Your Blessings—and Share Them!

  • By Jeff Tintle
  • / Accounting, Charitable giving, Estate, Tax, Wealth
  • /Tags: charitable deductions, charitable gifts, charitable giving, charities, charity, deductions, donations, giving

Holidays are traditional times to experience our blessings. If and when we stop to count them, do we realize how far ahead of most people we are—even despite our own needs and worries? For emotional and financial reasons, why not share the wealth?

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joy happy couple blacks
15 Dec

5 Ways Charitable Giving Can Star in Your Financial Strategy

  • By Jeff Tintle
  • / Accounting, Blog, Charitable giving, Estate, inheritance, Tax, trust fund, trusts, Wealth
  • /Tags: charitable giving, charities, donor funds, inheritance, trust fund, trusts

Helping others is great, and helping yourself is always good as well, so why not do both at the same time? Integrate these five strategies into your financial plan, and you can.

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  • 1044 3rd St., Whitehall, PA 18052
  • (610) 433-3866
  • info@ATAFinancial.com
  • (610) 433-0498

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