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Charitable Giving: How to Work it Into Your Life, Budget and Estate Plan

October 19, 2016 By Katie Brewer

  Your goals and values are an important foundation for a working budget. You consider what you need for an emergency fund, what you want to save for and how much to put away for retirement. But it's also important to look at what's important to you. In many cases, that can come in the form of charitable giving. You might want to give to your church, your alma mater or a cause that you have a Continue Reading

Filed Under: Estate Planning Tagged With: charitable giving, charity, giving back

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Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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