Charitable Giving

10/01/24 • 33 min

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In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.

Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.

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Structured Notes for Growth (Part 2 of 2)

1 Recommendations

In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio, particularly as you prepare for and enter retirement.

Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement.

Growing your portfolio while managing risk is essential throughout your financial life. We introduce structured growth notes as an alternative investment that can help you achieve this goal:

Provides downside protection to safeguard your portfolio during market downturns

Offers additional growth potential to help your portfolio keep pace with inflation and achieve your long-term financial objectives

Structured growth notes can be used to grow and stabilize your investment portfolio over time

Next Episode

Winning at the Tax Game

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In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the future. They share strategies that can benefit you in years of lower taxable income as well as strategies that can be used in years of higher taxable income. Ed & James explain the benefits of these strategies and what to consider before using them to optimize your tax situation over the long run.