I am a principal and co-founder of Wealthnest Planners, located in Chandler, Arizona. As a CERTIFIED FINANCIAL PLANNER™, I specialize in investment services, retirement planning, estate planning, tax planning, and insurance. Email me or give me a ring if I can be of assistance, (480) 699-5275. Click here to read a full bio.

high net worth charitable giving

High-Net-Worth Individuals and Charitable Giving.

Benevolence does not have to come at the expense of tax savings. LET’S BE CLEAR: CHARITABLE GIVING IS A STANDALONE ACT WHOSE VALUE IS TO BENEFIT OTHERS. But for high-net-worth individuals, it is not conflicting to point out tax considerations when making charitable contributions. The considerations are not to deter giving; rather, they are to

Facing Possible Unemployment? Take These Steps to Prepare

If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable. Build Your Network. It’s estimated that over 80% of open positions are filled through networking.1 The easiest time to build your network is while you