Episode 92: Smart Financial Moves on #GivingTuesday with Alexa Kane

Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane

In this special #GIVINGTUESDAY episode, Melissa Joy, CFP® and Alexa Kane, CFP® discuss ways to give back this holiday season (and throughout the year).  They will address how a Donor Advised Fund can assist with appreciated stock or bundled gift strategies as well as how to take advantage of your charitable deduction and bundle gifts…

Read More
Category:  , 

Episode 42: Year-End Tax and Financial Planning with Alexa Kane

Episode 42: Year-End Tax and Financial Planning with Alexa Kane

In this episode Melissa Fradenburg is joined by Alexa Kane, CFP®, to discuss year-end tax and financial planning steps, specifically for 2020. It has been a crazy year for many, but you still have time to get organized and stay-on-track for your financial goals. We will discuss: Have your goals or circumstances changed & does…

Read More

Episode 33: Charitable Giving with Laura Brownfield

Episode 33: Charitable Giving with Laura Brownfield

Melissa Fradenburg, Financial Advisor, RJFS, is joined by estate planning attorney Laura Brownfield. Laura works in the structuring of giving vehicles and gifting policies and procedures in her role at the community foundation for Southeast Michigan. In this episode, Melissa and Laura will discuss the different options for charitable giving with a special focus on…

Read More

Never Miss A Post. Subscribe To Our Blog.