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Sep 21, 2020

Let’s End 2020! But don’t forget year-end tax planning!

Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.

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Dec 11, 2019

Year-End Contribution Deadlines

Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.

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AUTHORS

Image for Elaine E. Bedel

Elaine E. Bedel, CFP®

CEO and President
Executive on Loan

Image for Evan D. Bedel

Evan D. Bedel, CFP®

Owner and Director of
Finance & Strategy

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Kate Arndt, CFP®

Financial Planner

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Meredith Carbrey, CFP®

Sr. Wealth Advisor

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Ryan A. Collier, CIMA®

Sr. Portfolio Manager and Director of Investment Management

Image for David Crossman

David Crossman, CFA

Sr. Portfolio Manager

Image for Kristina Dougan

Kristina Dougan

Operations Specialist and Investment Assistant

Image for Anthony Harcourt

Anthony Harcourt, CIMA®

Portfolio Manager

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Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

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Jonathan Koop, CFA

Portfolio Manager and
Manager of Investment Management

Image for Sarah Mahaffa

Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Image for Austin Stagman

Austin Stagman, CIMA®

Portfolio Manager

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Mathew J. Ryan, MBA, CFP®

Financial Planning Specialist

Abby VanDerHeyden, CFP®

Wealth Advisor &
GenerationNeXt Team Leader

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Cassi M. Vanderpool

Director of Administration

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Bill Wendling, CFA

Sr. Portfolio Manager and
Chief Investment Officer