Daily Archives: September 20, 2018

Gifting appreciated securities to charities instead of cash

ChirpBy Vanessa Patrick September 20, 2018

Today, I want to share another tax effective strategy for donating which is available for charitable individuals of all ages (not just over the age 70 ½), and that strategy involves gifting highly appreciated securities to charity instead of cash.

Jersey Women Strong!

ChirpBy Vanessa Patrick September 20, 2018

Jersey Women Strong (JWS) is northern New Jersey’s largest all-women’s running and multi-sport club and is founded and led by Dana White. As important as JWS is to every member, they are just as important, if not more, to the community.

Market Update – September 21, 2018

ChirpBy Vanessa Patrick September 20, 2018

The most important story this week impacting your money is the 10-year Treasury breaking above 3%.