Gratitude + Gifting Strategies

With the holidays comes a season of giving, and sharing your wealth with those you love or causes you hold dear to your heart can make for a pretty fantastic, maybe even life-changing, gift.

You can help a loved one purchase their first home, pay for college, or ensure the charity of your choice receives a boost in funding.  

In this episode, I share fun and creative gifting strategies and what you need to know about charitable giving.

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What’s included:  3 Steps to Planning an EPIC Retirement

Step 1:  How will You Spend Your Time?

Step 2:  Identify Your Income & Expenses

Step 3:  Putting it all Together

 

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Connect with Danette Lowe, CFP^®

https://linktr.ee/trunorthwealth

Visit Our Website:  https://www.TruNorthWealth.com

 

Episode Summary:

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