You & Your Money
Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors.
From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
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392-A Merrow Rd., Tolland, CT 06084
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You & Your Money
Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long.
And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.
In this episode, WHZ VP, Associate Financial Advisor Holly C. Wanegar, CFP® walks you through key strategies to help you give more while saving more on taxes.
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