Inexpensive vs. Expensive Investing
"In investing, you get what you don't pay for!" - Jack Bogle
Unlock the Potential of Donor-Advised Funds: A Guide for Smart Philanthropy
Explore donor-advised funds (DAFs) and their advantages for strategic philanthropy. Learn about tax benefits, investment growth, administrative ease, and legacy planning.
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Know the benefits of financial planning and setting your goals with Daner Wealth Management. Contact Daner Wealth Management today for more information.
At Daner Wealth Management in Alpharetta, we work with estate attorneys to align your money, assets, and legacy wishes. Our financial planning approach is designed to consider tax implications, support wealth preservation efforts, and help clients prepare for the future. Key Takeaways: Helps align financial assets with estate documents and family goals Coordinates tax strategies for inherited retirement accounts and business equity Offers liquidity solutions like life insurance for estate tax coverage Advises on Roth conversions, trust integration, and beneficiary designations Supports legacy planning across generations with philanthropic options Ideal to begin planning when assets reach ~$1M or when complexity increases
