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WGCU Public Media offers free digital estate planning guide

WGCU Public Media is joining local community organizations in a campaign to promote National Estate Planning Awareness Week, October 19 – 25, 2020, by offering a free digital estate planning guide that will allow users to start organizing their financial assets and thinking through...

COMMUNITY FOUNDATION SCHOLARSHIPS UPDATE

The Southwest Florida Community Foundation’s scholarship application process for the 2019-2020 school year will begin nearly a month earlier than in the past. Beginning Dec. 17, students can apply for scholarships at www.floridacommunity.com/scholarships. The scholarship application process will close Feb. 24. Students may review the...

Planning Tax Payments to Avoid Penalties

Properly structuring tax payments requires careful planning, especially in light of tax reform   Withholding and Estimated Tax Payments Individuals who are working are required to have income taxes withheld directly from their salary. Taxpayers who have little to no income other than their salary usually find...

FREE FAMILY, FOOD BUDGET CLASSES OFFERED

Cape Coral residents may register for a free Family and Food Budget Class taught by Audrey Mayrent, a Job-Link coordinator for Goodwill Industries of Southwest Florida. Classes will be offered from 1-2 p.m. Mondays, beginning June 18 at the Cape Coral Caring Center, at 4645 SE 15th Ave. Each budget series...

Bunching Tax Deductions to Maximize Their Benefit

An old technique has new value after the Tax Reform bill, Part I Bunching expenses, particularly charitable gifts, in one year rather than over multiple can provide added tax benefits, especially after the latest tax law changes. And combining that plan with a donor-advised fund...

Understanding the Key Risks in Retirement, Part I

Planning for these risks can improve the odds of a successful retirement Rather than thinking of retirement as the end of something, retirement should be viewed as simply beginning the next phase of life. It’s a phase reached through a lifetime of hard work, dedication,...

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