Charitable Strategies - Leaving a Legacy

September 1, 2013

Charity SignCharitable giving strategies have been getting a lot of attention in the media lately. Including two new articles in the September issue of Forbes magazine that illustrate the techniques and strategies offered through Compass Financial Group.  The founder of the GIVE Alliance, Tom Lee, was interviewed about how we help clients integrate charitable giving and retirement income strategies. Finding efficient and effective wealth strategies becomes even more important with the 2013 tax law changes. For high-income earners the federal rate on long term capital gains has risen from 15% in 2012 to 23.8% now – including the new 3.8% ObamaCare surtax on investment income.

If you like the idea of having more income for your retirement, passing on more to your heirs and being able to leave a legacy to a charity or cause that is important to you, please contact Compass Financial Group or view the articles at for more details.