Retirement planning is about so much more than simply building up a nest egg to the largest number possible before starting to use those funds to enjoy your post-work years. Living out your dreams and attaining goals you’ve had in mind for years is a satisfying part of retirement, but many people also find satisfaction by using their retirement finances to help ensure their money is used for things that align with their personal values.

Supporting charitable or philanthropic causes is a great way to know that you’re continuing to leave your mark on the world even after your working days are done. There is also the opportunity to consider others in your life as leaving a legacy and providing for loved ones is a chance to continue what has already been a lifetime of kindness and consideration.

But just because you want to be charitable with your finances doesn’t mean you can’t also be smart. Proper planning and timing of gifts and donations can have the added benefit of lowering your overall tax bill, allowing more money for you, your loved ones and any organizations you’d like to help to share.

Contact us at Consha Financial at 678-539-9518 and we can show you some of the most effective and most tax-efficient ways to utilize your funds to help you leave your mark.

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Insurance products are offered through the insurance business Consha Financial. Consha Financial is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Consha Financial are not subject to Investment Advisor requirements.

This blog is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.