Home > year-end

year-end

Year-End Giving: Should You Go Big or Spread It Out?

Submitted by EECU Member Investment Services on December 3rd, 2024

Year-end charitable giving is often associated with the spirit of doing good during the holiday season. It gives the donor a feeling of satisfaction and, in some cases, a substantial tax write-off. However, one question that often comes regarding charitable donations is: should you spread out your donations throughout the year or give a donation all at once?

The Early Bird Advantage: Why Timely Year-End Planning is Essential

Submitted by EECU Member Investment Services on November 5th, 2024

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and office parties, and it’s easy to let financial planning slip through the cracks at the very moment when it may have the greatest impact. Here are some tips for timely year-end planning that may make a big difference.

Syndicate content

The Investment Representatives at EECU Member Investment Services are registered representatives with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor.  Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated of EECU or EECU Member Investment Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Online Privacy Policy | Privacy Promise | Business Continuity | CA Insurance License Information

LPL Financial Form CRS

CLR-23970-1119 _2_ California-Consumer-Privacy-Act_Icon_LPL_FINAL_350x125px (002) (1).png

Website Design For Financial Services Professionals | Copyright 2025 AdvisorWebsites.com. All rights reserved

Global External Link Popup Disclaimer