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Cashflow Management, Investment Planning, Risk Management, Tax Strategies, Wealth Management, Retirement Planning, Succession Planning, Estate Planning, and so much more.

    • Home
    • About
      • Our Team
        • Nate Richter
        • Matthew A. Peterson
        • Jon Kattke
        • Joy Hess
        • Carol Richardson
        • Michelle Jensen
      • What We Do
      • Blog
      • Weekly Market Commentary
    • Process
      • Six Areas of Planning
      • Plan Steps
    • Client Testimonials
    • Contact
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Salt Financial
Salt Financial
  • Home
  • About
    • Our Team
      • Nate Richter
      • Matthew A. Peterson
      • Jon Kattke
      • Joy Hess
      • Carol Richardson
      • Michelle Jensen
    • What We Do
    • Blog
    • Weekly Market Commentary
  • Process
    • Six Areas of Planning
    • Plan Steps
  • Client Testimonials
  • Contact
  • Client login

Charitable Giving

From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  • April 25, 2025
  • saltadmin
  • Charitable Giving
For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change. However, wielding this influence requires strategic planning and understanding how to transform...
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New Year, New Giving: Mapping Out Your Charitable Gifts for the Year Ahead

  • November 27, 2024
  • saltadmin
  • Charitable Giving
Charitable giving is a way for you to participate in something meaningful to you and your family, a cause that aligns with your core values while benefiting members of...
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Make the Most of Your Tax Write-Offs for Giving Tuesday

  • November 27, 2024
  • saltadmin
  • Charitable Giving, Tax Planning
On Giving Tuesday1—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim...
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Recent Posts

  • Avoid Impact of Double Distribution: First and Second Required Minimum Distributions
  • How to Take Advantage of Compound Interest
  • What are SEP IRAs?
  • What is a rollover IRA, and do I need one?
  • Smart Strategies for Staying Ahead in Uncertain Markets

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  • Charitable Giving
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Salt Financial
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Securities offered through LPL Financial, Member FINRA | SIPC. Investment advice offered through Strategic Wealth Group, a Registered Investment Advisor. Salt Financial and Strategic Wealth Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, IA, IL, MI, MN, MO, ND, SD, TX, WI, FL, KS, LA, NV, OR.

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