top of page
Search
New Strategies for Planned Giving with IRA and Retirement Plan Assets
Guideboat Financial has developed an entirely new planned giving strategy to enable donors to create a lifetime income gift annuity from...
Christopher Burke
May 13, 20241 min read
14 views
0 comments
The Need to Prefund Benefits Costs for Credit Unions
Credit Unions play a unique and valuable role in our society. They take in savings and checking account deposits and pay interest on...
Christopher Burke
Dec 20, 20222 min read
48 views
0 comments
The Hidden Tax Benefits of A “Tax Qualified” Long Term Care Policy
Some readers of this article may have encountered marketing messages for all manner of financial products identified as a “Tax Qualified”...
Christopher Burke
Aug 21, 20204 min read
30 views
0 comments
Charities (and their high net worth donors) can benefit from a low interest rate environment.
Charitable gift planning does not have to be complicated, and sometimes, the simplest idea might come from unexpected sources. For...
Christopher Burke
Aug 4, 20202 min read
256 views
0 comments
bottom of page