Best Financial Advisors in Frisco, TX

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization. However, it can benefit the charity financially and the giver receives tax benefits.

Everyone has different circumstances; however, one example is life insurance. Life insurance can be used to help preserve the value of your estate for your heirs.

Americans give freely to support the causes they value, from churches, education, and the arts to medical research. Fortunately, current tax laws encourage and even reward philanthropy. Beyond the basic tax deductions for charitable giving, setting up one or both of the following types of trusts could provide financial advantages in addition to the personal satisfaction that comes from giving: Charitable Remainder Trust and/or a Charitable Lead Trust.

Everyone is going to be different; however, a sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment. We can help you with a money management plan.

Money market funds can be a highly liquid and effective cash management tool. The money market is the name given to the arena where most of this short-term borrowing takes place. In the money market, money is both borrowed and lent for short periods of time. Money market mutual funds typically purchase highly liquid investments with varying maturities, so there is cash flow to meet investor demand to redeem shares. You can withdraw your money at any time.