Our Blog

Welcome to our blog. Here you can find views on the financial world and keep updated on the latest news.

5 Easy Ways to Lower Your Income Taxes

5 Easy Ways to Lower Your Income Taxes

5 Easy Ways to Lower Your Income Taxes

 

When you filed your tax return, did you think to yourself, “I’m paying too much,” or “What can I do to lower my taxes?

...
Continue reading
1183 Hits

Is Your Giving Going Where You Think It Is?

Is Your Giving Going Where You Think It Is?

Is Your Giving Going Where You Think It Is?

One of the greatest feelings comes from being able to give to others.  You want to make sure that as many dollars of your donation as possible actually reach the people in need that you are trying to help.  A few minutes of research can make sure your donation makes a strong impact.

QUESTIONS TO ASK ABOUT A CHARITY

Is the charity making the most of the money you donate? - While most charities have the greatest of intentions, not all charities are as careful with their operating expenses as one might like.   A rule of thumb is to look for at least 75% of funds to be directed to programs.  A high percentage of giving can be seen at a charity like Donors Choose, a charity that allows individuals to fund specific project requests from teachers in U.S. public schools, which directs 94.7% of all donations directly to the projects.

...
Continue reading
1380 Hits

To learn more about the professional history of our advisors/firm, please visit

Brokercheck

Newsletter Sign Up

Tell A Friend

Investment Updates

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, FL, GA, ID, IL, IN, IA, HI, KS, KY, ME, MD, MA, MI, MN, MS, MT, MO, NH, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced

Copyright © 2024 Phase 3 Advisory Services, Ltd. All Rights Reserved