You still have time to properly plan your charitable gifts and maximize tax benefits before December 31. Timing is especially important when considering a charitable…

Impact investing: investing with the intention of making both a positive societal impact and a financial return More and more, investors want their finances to…

True financial planning involves both short-term and long-term goals. Most people are able to create and often meet short-term goals, but long-term goals may not…

The Tax Cuts and Jobs Act (TCJA) was signed into law in late 2017. The TCJA increased the charitable giving deduction to 60 percent of…

Planning for your financial future should involve thinking about your legacy—how you will provide for your family and how to maximize your life’s impact on…

During this time of year, we are often reminded of the importance of giving to others, especially those less fortunate. In fact, many charitable organizations…

What if you could simplify your giving by making all your charitable donations from one fund? What if you could have money set aside to…

Resourcing those in your church to provide for their future and ministry. AGFinancial would like to partner with you to present planned giving solutions that…

As the holidays draw near, it’s time to consider year-end planning options. Just as an annual physical is important for monitoring your physical health, an…

With the holidays quickly approaching, we’re reminded of many opportunities to give to others. The season is a time of giving and generosity, and charitable…