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Wisdom Wealth Strategies

Charitable Giving: Guidelines for Tax Deduction of Charitable Gifts

Did you know that according to the most recent studies of charitable giving in the United States 65% of households give to charity?[1]  In 2011, Americans gave $298.3 billion to charities.[2]  The average annual household contribution was $2,212, while the mean was $870.[3]  Americans are extremely …

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Gifting for Graduation? Consider College Savings Plans!

With graduation season upon us, you may be considering a gift to help with the costs of higher education.  While most students would like the idea of a direct cash gift, one of the best ways to gift is through a qualified education savings plan.  There are a variety of plans to use for college …

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Business Succession Planning: 5 Short Points for Consideration

business succession, denver financial planner

For most small business owners, the majority of their energy, consideration, planning, and time goes into the day-to-day work of managing and building a successful business.  Exiting the business, which could be 2 years, 10 years, or 40 years away, seems distant and intangible. The fact remains, …

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Benefits and retirement plans are just a couple of the things you should consider when changing jobs. Download the… t.co/Afptf8UOQ1

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In this week’s recap: Fed rate hike triggers market dip. t.co/MojH33RPnY #financialplanning #stockmarket #Denver

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Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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