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You’ve worked hard, saved well, and now you’re thinking about giving back, maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence. In this episode, Dennis walks through the key financial and emotional factors that go into smart gifting.

Here’s some of what we discuss in this episode:

🎁 Giving without sacrificing your own financial security

📅 Why timing your gifts could make a bigger impact

🔍 Questions to ask before you give

🏦 Tax-smart planning for charitable giving

👨‍👩‍👧‍👦 Making sure your money goes to the right places

Organizations Faith 401k Supports

https://www.faith401kmgmt.com/Time,-Talent-and-Treasure.10.htm

Our website: https://www.401k.faith

Phone: (513) 898-1897

Contact our team: https://www.faith401kmgmt.com/contact_us/

Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/

Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm

Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g

Facebook: https://www.facebook.com/profile.php?id=100063561056644

LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/

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