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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

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Kristina Dougan

Operations Specialist and Investment Assistant

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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

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Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

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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