Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity. Resources "Gifting Effectively: Don't Forget Taxes and Investments!" Gifting Effectively: Don't Forget Taxes and Investments! - The Financial Enhancement Group (yourlifeafterwork.com) "Leaving A Legacy Part 2", article by Joe Clark, CFP Leaving A Legacy, Part 2. - The Financial Enhancement Group (yourlifeafterwork.com)   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this segment of Consider This Program. Resources "Trusts, QCDs, & the Death Benefit" Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit - The Financial Enhancement Group (yourlifeafterwork.com)   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

Small businesses really are the backbone of the American Economy. As such, we need their participation in charitable giving. What is the best way for a business owner to make gifts to their church or charity? Find out on Consider This Program. Learn more at thebettergiver.com Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

You don’t have to make a lot of money or have a lot of assets to be a Better Giver. We are called to do the best with the talents and resources we have. We will break down being charitable from three perspectives: giving cash, giving assets, and giving time. Here’s to being a Better Giver. Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today. Check out this article for more information yourlifeafterwork.com/charitable-giving-during-retirement Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today. Learn more on this topic in this article yourlifeafterwork.com/important-estate-planning-considerations-when-givingto- charity Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

Feeling compelled to be charitable is a wonderful calling. You want your charity to get the most out of your gift, and we want you to get the biggest bang for your contribution. That “bang” is delivered with strategic tax planning. When should you give and how? Find out on Consider This Program. Find more information here: yourlifeafterwork.com/making-the-most-of-your-charitable-donations Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]

Learn how the critical elements of planning need to be used together, and not done in silos.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to [email protected]