In our view, the three anchor points to a solid financial plan are: where are we now, where have we been and where are we headed.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.