3 Options to Maximize the Impact of Our Charitable Giving at This Unique Moment

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
Charitable Giving and the Tax Advantages We Can Realize:
 

Charitably inclined investors would be wise to take inventory of their giving goals, tax position, and investment gains sooner rather than later because some opportunities exist right now they may want to take advantage of. Here are 3 options to maximize the impact of charitable giving:

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How to Adjust Your Retirement Planning Post-Pandemic

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview about
Retirement Planning Post-Pandemic:

    • Forced into early retirement? What should you do? It is important to seek new employment. Example: Take a top executive in PepsiCo who lost her job. She was in her late 50s. She worked with headhunters and did a lot of daily networking. Fortunately, she landed a great job.

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3 Steps to Protecting Your Money After an IPO

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

What Lauren Moone can say in an interview
on How to Protect Your Money After an IPO:
 

If you were fortunate enough to own stock in a private company that has recently gone through an initial public offering (IPO), you’re experiencing an enormous opportunity to grow your wealth. But knowing the right moves to make in this event can be difficult. 

Here are three important steps to take when navigating an IPO to achieve an outcome that maximizes your portfolio:

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18-Year-Old on a Mission to Make Higher Education More Affordable and Accessible Through “Global Game Changers”

Available for Interviews: Mat Jacobson

Mat Jacobson is the Founder & CEO of the Ducere Global Business School, and as a thought leader on innovation within education, is creating some of the industry’s most innovative educational platforms and projects. He is a regular media contributor on topics of business, innovation, and entrepreneurship, and has appeared in articles including Wealth Creator, Marketing Magazine, Business First, Smart Magazine, Start-Up Smart, and Business Builders.

What Mat Jacobson can say in an interview on Making Higher Education More Affordable and Accessible:

    • Meet Benji, an 18-year-old Aussie, who has already graduated with a British University bachelor honors degree, from one of the UK’s oldest and finest public universities. 
    • Now Benji has launched the Global Game Changers program in the US this month and is on a mission to support young entrepreneurial students to get a world-class degree, focusing on the real skills they need to get a job and build a career.

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Worried About Higher Taxes Under Biden? How to Adjust Your Investment Strategy Now

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
How to Adjust Your Investment Strategy:
 

Investors are worried that capital gains taxes will increase under Biden for at least some investors. Currently, that is those making over $1 million but could very well expand to others as well. What can you do to prepare?

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5 Smart Things You Can Do With the Money You Saved During Covid

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview
on Investments and Elections:
 

With vacations on hold, commuting costs down, and home-cooking on the rise, many US households are finding themselves with a handful of cash. Here are the smart things to do with the money you are saving during the pandemic.

1. Pay down debt

Any financial advisor will tell you that high interest debt is the one of the first things you should get off your back. This will have a positive effect on your credit score and free up funds for investing in other areas of your life.

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Prosperous Goals: How Can One Retire at Age 50?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
Retiring at Age 50:

Retiring at age 50 is not easy to do successfully.  

Retirement can mean a lot of different things to different people. IF you want to retire at 50, then you cannot do any of the traditional planning most Americans do.

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Answer These 5 Questions to Spring Clean Your Finances

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

What Lauren Oschman can say in an interview on
HSA Accounts:
 

It’s that time of year, and especially as the country starts to open back up and we may have visitors in our homes again to think about spring cleaning! I like to think about spring cleaning for your finances as well, and after the past year of ups and downs it is especially important to sit down and ask yourself these 5 questions: 

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Subconscious Money Decisions: Is Your Brain Wired for Wealth?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen can say in an interview:

The hidden side of personal finance:
How your brain works to control money decisions

“The neural process underlying that which we call creativity has nothing to do with rationality. That is to say, if we look at how the brain generates creativity, we will see that it is not a rational process at all; creativity is not born out of reasoning.”                                                                                     –Rodolfo Llinás

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5 Shortcuts to a Successful Financial Future

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

What Don Garman can say in an interview:

1. Maximize your retirement plan contributions. Investors looking to set themselves up for a rewarding retirement are wise to maximize the use of tax-advantaged savings vehicles. For 2021 the IRS will let you contribute $19,500 to a 401(k) plan, $6,000 to an IRA, and an additional $1,000 to an IRA if you are over the age of 50. If you can’t contribute the max, find out what your employer’s match is and contribute at least that amount, to take advantage of the “free money.”

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