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Retiring on your own?  How to address unique Charitable Giving and Tax challenges

Retiring on your own? How to address unique Charitable Giving and Tax challenges

by admin | Sep 28, 2022 | Uncategorized

By:  Clinton Miller, CFP®   Autumn is here! Gardens are overgrown and cool nights are on the way. Now is a great time to reflect on the year’s harvest and plan for taxes before the holiday season and year-end deadlines.   Our fall review season is well...

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Ohio financial advisors serving the Cleveland area, Akron, Canton, Wooster, Orrville, and Massillon.

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MAIN OFFICE IN CANTON
720 McKinley Ave NW
Canton, OH 44703

SATELLITE OFFICE IN MOUNT HOPE
4581 Township Road 634
Millersburg, OH 44654

 (330) 893-0113
info@pleasantwealth.com

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We are licensed to sell insurance in the following states: John Mullett: IN, MD, OH, PA, SC | Clinton Miller: OH | Elizabeth Hand: OH

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Investor Disclosures: https://www.kestrafinancial.com/disclosures. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.

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