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Planned Giving Goes Further

Submitted by IC360® Investment Capital on October 14th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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How to Protect Your Identity

Submitted by IC360® Investment Capital on October 14th, 2019

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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Why Financial Literacy is Important

Submitted by IC360® Investment Capital on October 14th, 2019

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.

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What Are Your Planned Giving Options?

Submitted by IC360® Investment Capital on October 14th, 2019

Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.

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Video: 3 Money Management Principles for Children

Submitted by IC360® Investment Capital on July 30th, 2019
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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Video: Easy Ways To Financial Health

Submitted by IC360® Investment Capital on July 30th, 2019
 

 

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AICPA Highlights 6 Recent Personal Finance Trends

Submitted by IC360® Investment Capital on July 30th, 2019

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

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Video:Why Financial Advisors are Still Important

Submitted by IC360® Investment Capital on July 30th, 2019
 

 

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Planned Giving Goes Further

Submitted by IC360® Investment Capital on May 6th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Is a Reverse Mortgage Right for You?

Submitted by IC360® Investment Capital on May 6th, 2019

In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50 percent equity in their home, reverse mortgages allow homeowners to tap into that equity, providing them with a regular monthly payment – the complete opposite of a standard mortgage.

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