Holiday Shopping, Giving, and Financial Planning

Show Notes

With the holiday season upon us and following the Black Friday shopping tradition,
Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday
where shoppers focus their spending at local and small businesses. Naturally this subject
continues to Cyber Monday where consumers are attracted by sale items for holiday gifts
from online merchants. The bulk of this episode is focused on Giving Tuesday and the
issues related to charitable giving. Chris and Jeff discuss the story of how a client was
able to use a Qualified Charitable Distribution to save income taxes and make a more
generous charitable contribution. The segment concludes with Chris and Jeff talking
about how charitable contributions fit into one’s comprehensive financial plan.

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

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#HolidayShopping

#SmallBusinessSaturday

#ShopLocal

#CyberMondayDeals

#CharitableGiving

#GivingTuesday