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People Making a Difference

Posted in People Making a Difference

Some videos of  wonderful people making a difference:

Charles Collier – Cure Alzheimer’s Fund

Veronika Scott – Empowering Homeless Women

Alan Hilfiker – University of Rochester

Nick Vujicic – Inspiring Youth

 

Disclosure: Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor. Member FINRA/SIPC. WSFG and BlueMark Advisors are separate entities, independently owned and operated.

Charitable Planning: Getting the Conversation Started

Posted in Charitable Planning

I don’t know how to get started or who to ask.

I don’t have enough money to make a difference.

I’m not sure how to make a planned gift, and I don’t want to look uninformed.

It’s too complicated.

My tax preparer said I don’t need or I can’t use the write-off. Read more »

Leverage Your Gift Video

Posted in Charitable Planning, Videos

First post on our new blog, Introduction Video:

Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. BlueMark Advisors and Securities America Companies are separate companies. Mark Kluge is licensed to discuss and/or sell securities in the following states: CA, FL, MA, NY, OH. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax and/or legal advisor regarding your specific situation. Please see disclosure page for full additional disclosures.

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