Travel?  Education?  The finer things?  Planning makes living well a reality, whatever you want that to be.

As you consider what living well means for you, your family and your business, here is a collection of resources to help with your reflections.

Give

Many of our clients are charitably inclined and could benefit from utilizing tools such as donor advised funds or private foundations that offer materially improved tax benefits.  These vehicles have become more mainstream and simplified over the past decade, making them suitable for a wider audience.  Other tools such as charitable trusts or charitable gift annuities can allow you the enjoyment of making larger lifetime charitable gifts without sacrificing your quality of life.  Anyone making gifts of more than $10,000 annually can likely benefit from a more efficient gifting strategy and should consult with us on how to get more bang out of each gifted buck.      

Educate

Is comfortably paying for college a part of your goal of living well?  529 plans are a great way to save for college expenses but are not suitable for everyone and should be part of an integrated education savings strategy.  Resource Planning Group will work with you to suggest funding amounts, appropriate vehicles based on your objectives, and an overall strategy.

Travel

Ah, travel.  Are journeys to faraway places an essential part of you living well?  Daydream with Dream Trippers then talk to us about how to build travel into your financial plan.

Employee Benefits

Resource Planning Group provides our clients with comprehensive guidance on their employee benefits, including retirement account investment selection, medical benefits, fringe benefits, etc. We would also be pleased to manage the investments in your company’s retirement plan for you and assist you with offering financial planning to your employees. Entrepreneurs and business owners, your employees will love this.

Need more ideas for living well?  Contact us.