Concentric Wealth Partners’ Post

#GeneMelamudCFP #WealthManagement The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Discover how to harness that philanthropic spirit by making charitable giving a lasting part of your plan. #FinancialAdvisorlargo #InvestWisely

The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Discover how to harness that philanthropic spirit by making charitable giving a lasting part of your plan. Charitable giving aligns your wealth with your values, goals, and principles. Philanthropic giving utilizes many unique investment vehicles, so speak to your financial advisor about the most effective way to make a positive impact this holiday season. #RaymondJames #FinancialAdvisor #CharitableGiving

7 in 8 affluent investors want to make a meaningful impact through charitable activities. Why? Because for many, giving is a direct reflection of their values. Learn more about aligning your wealth, values and legacy:

The holiday season often inspires gratitude, generosity, and reflection. For high-net-worth individuals, it’s also a time to consider how to align wealth with values all year long – not just in December. Learn how to refine your charitable approach, make thoughtful contributions, and pass these values on to future generations. Read the full article and discover how to turn your financial resources into a force for good. https://lnkd.in/dDbT83GX #Philanthropy #WealthManagement #EstatePlanning #ValuesBasedInvesting #HolidayGiving

The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Discover how to harness that philanthropic spirit by making charitable giving a lasting part of your plan. . . . . . #CentennialStateWealthAdvisors #FinancialAdivsor #WealthManagement #Investing #SmartInvesting #ReturnOnLife #FinancialServices #CharitableGiving

When you think of charitable giving, you might picture someone handing over a large check at a glamorous holiday gala or anonymously leaving a donation on a charity's doorstop. While these situations are completely plausible, the reality is that giving comes in many forms. Here are some ways you can give back this holiday season: https://lnkd.in/eCua7zMy

Incorporating philanthropy into family life goes beyond charitable giving - it's about fostering connections, values, and a sense of purpose that spans generations. Our blog below explores different approaches families can take to give back. From direct contributions to family foundations, find the option that is best for you: https://lnkd.in/gYsUfQFu

Tax season may be stressful, but it's also a golden chance to rethink your charitable giving strategy. Dive into our latest blog to learn how reviewing your 2023 contributions can open the door to smarter, more impactful donations in 2024!

Encourage your family to participate in your charitable giving strategy to inspire a legacy of generosity. Here’s how to take that step:

This holiday season, make philanthropy a part of your financial plan! Discover how charitable giving can bring joy and fulfillment, along with some added tax benefits. Check out our blog to learn more about aligning your values with your financial goals and start giving back today.