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Home » Financial Services » Charitable Giving

Charitable Giving

A great way to enjoy tax breaks is by developing a charitable gift-giving plan. Setting up this type of plan can potentially provide you with the following benefits:

With the positive moral implications that additionally come from this type of contribution, an altruistic plan can be a great addition to your financial planning.

For more information on this option, we can connect you with an experienced professional.


In addition, we can refer you to professionals who provide the following services:

 

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For additional information on your financial strategy, call or email us today at 800.687.6768 and info@commonsenseretirementplanning.com.

To provide you with the best financial planning experience, we may offer you information on different investment and insurance products.

Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.


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Securities offered through Madison Avenue Securities, LLC (MAS) Member FINRA/SIPC. MAS and Common Sense Retirement Planning. are not affiliated entities. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.