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
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
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.