Happy 2025! We’re reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why. In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David Armstrong, CFA® are joined by Monument Wealth Management’s Portfolio Management team, Erin Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®.
Looking to make a charitable impact AND save on taxes? Jessica Gibbs, CFP(R) discusses how to maximize the benefits of charitable giving, both for your personal finances and your charity of choice. Jessica shares her suggestions on how to define your charitable goals, and planning opportunities and solutions to consider that may help lower your taxes.
Listen to the end where she and Dave talk about the importance of funding general operations and how charitable giving can be a way to ease into bigger conversations with your kids about family wealth.
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