Financial Planning For the Greater Good

The newest article published in ColoradoBiz Magazine by Kevin McNab provides an overview on how you can make a difference through planned giving. We have all been touched by cancer directly or indirectly. This article takes a look at how planned giving works and focuses on an organization, The American Cancer Society, that works with people who want to use planned giving to make a difference. Having seen loved ones taken by cancer, it is very important that I get the word out with something I am an expert in and do for a living. Please share this article if you can. I am hoping just one person will be inspired or information by this article.

My grandma grew up during the Great Depression with 11 siblings on a farm in North Dakota.  She often did not have enough to eat and had to drop out of school in the 7th grade to work.  She survived polio at a young age and lived a long, fulfilling life with much hardship.  She was a tough woman.  In the end, at the age of 95, cancer took her life.

I recently had a friend from high school leave friends and family behind after a long battle with cancer.  Cancer and many other diseases do not discriminate.  Unless you are directly involved in the research of these diseases, it is hard to determine how to make a difference.  For many people, planned giving is the answer.

“Planned giving is a chance to leave a legacy to honor a loved one or support an important cause,” said Jamie Mager, director of Estate and Gift Planning at the American Cancer Society…READ MORE!

Kevin McNab

This article is written by Kevin J. McNab. Kevin is President of ACE Wealth Partners, LLC and is a CFP®, ChFC®, and CRPC®. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views expressed in this blog post are as of the date of the posting, and are subject to change based on market and other conditions. This blog contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this blog post should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by ACE Wealth Partners, LLC unless a client service agreement is in place. If you have any questions regarding this Blog Post, please Contact Us. Please read our website DISCLOSURE carefully for additional information.