February 2022

Tax-Savvy Charitable Giving Strategies

Tax Planning, Uncategorized / Karla Abrams, EA, CFP®

America holds the designation as the most charitable nation in the world. In 2020 alone, U.S. charitable giving totaled $471 billion. Interestingly, 69% of that giving came from individuals.

If you’re reading this article, you’re likely in the habit of giving back – and you probably make your philanthropic decisions based on your values and passions. For most philanthropists, it’s about much more than money. However, even though tax planning probably isn’t your main reason for giving back, don’t overlook the valuable tax benefits you’re entitled to. Here are some tax-savvy charitable giving strategies you can implement.

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Tax-Savvy Charitable Giving Strategies Read More »

Wade Financial Advisory Receives Prestigious Recognition

Awards, News / Eric M. Solve, CFP®, EA

The Wade Financial Advisory team is excited to share some news! WealthManagement.com, RIA Edge, and Discovery Data have published their Registered Investment Advisory firm rankings, and we are incredibly gratified to announce that Wade Financial Advisory has been recognized in two key areas:

One of the fastest growing RIA firms in California
One of the fastest growing RIA firms in the United States

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Wade Financial Advisory Receives Prestigious RecognitionRead More »

Wade Financial Advisory Receives Prestigious Recognition Read More »

Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.