Archive for November, 2017

PREMIUM: POWERFUL INVESTMENTS & TAX IMPACT ON GIVING

November 29, 2017
During public television’s pledge drive we revisit the appeal of dividends with Great Investor Hersh Cohen and share his updated list of Dividend Compounders. Watch the Hersh Cohen episode again here.

NEW THIS WEEK: LATEST DIVIDEND COMPOUNDERS
Great Investor Hersh Cohen shares his favorite list of longtime dividend growers. Download Hersh’s Latest Dividend Compounders!  [.pdf]

 

 

 


ALSO NEW THIS WEEK: TAX IMPACT ON GIVING
The largest tax reform package in decades is already shaking up philanthropy.  The latest from Fidelity Charitable’s Pamela Norley.

Download the report on Fidelity Charitable survey:  “Overcoming Barriers to Giving” [.pdf]

TAXING CONSEQUENCES: WHAT YOU NEED TO KNOW

November 24, 2017
As we count our Thanksgiving blessings WEALTHTRACK is also celebrating the generosity of Americans. With public television launching its winter fundraising season we revisit strategies to maximize charitable giving. Watch this episode again here. Continue Reading »

Taxing Consequences: What You Need to Know

November 24, 2017

This page is here for technical reasons. Please click here for the episode page.

PREMIUM: TAXING CONSEQUENCES. WHAT YOU NEED TO KNOW

November 22, 2017
As we count our Thanksgiving blessings WealthTrack is also celebrating the generosity of Americans. With public television launching its winter fundraising season we revisit strategies to maximize charitable giving. Watch this episode again here.
NEW THIS WEEK: It’s been three decades since the last game-changing tax reform legislation was passed. Washington is in the midst of another major tax overhaul effort now with huge implications for many. In an exclusive follow-up discussion with EY’s Elda De Ri, we tackle the possible ramifications and actions to consider before year-end.

Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier

November 18, 2017

This page is here for technical reasons. Please click here for the episode page.

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