Saturday | February 6, 2020
“Imagine walking into a financial adviser’s office and talking about your God-given calling.”
Thank you those that have been following the Stewardship Well Done Journey by exploring priorities. In addition to other resources on our website, we have produced a panel discussion about priorities and why it is essential that this is the first step on the journey. Join Brett Heintzman, FMC-USA’s Director of Communications, as he talks with Steven “Mac” Macaluso (Regional Vice President), Kirk Hoffman (Vice President of Planning Services), Tim Burkhart (Vice President of Estate and Gift Planning), and Scott Blakemore (Financial Adviser) from FMF Financial Services for a comfortable conversation about the biblical basis of priorities and where we can go from here.
FINANCES
SAVVY LIVING
What are the Income Tax Filing Requirements?
What are the IRS income tax filing requirements for tax year 2020 for retirees? My income dropped substantially when I was forced into retirement last March due to COVID, so I am wondering if I need to file a tax return this year.
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PERSONAL PLANNER
Irrevocable Life Insurance Trust (ILIT)
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family.
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WASHINGTON NEWS
Earned Income Tax Credit Awareness Day
January 29, 2021 was Earned Income Tax Credit (EITC) Awareness Day. IRS Commissioner Chuck Rettig stated, “This year marks the 15th annual EITC Awareness Day. For more than 45 years, this tax credit has been helping hard–working Americans and their…
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DONOR STORY
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Content from Crescendo Interactive.
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Saturday: Closed
Sunday: Closed