RESOURCES

If you’re seeking to change a life or make a positive impact in your community, preparing a charitable giving plan is an essential first step in helping you to achieve your goals.

This guide outlines seven steps to take in order to maximize the positive impact of your hard-earned money.

Discover:

  • Key elements to consider when compiling or updating your list of organizations that receive your donations.
  • Specific tax-advantaged financial vehicles that help maximize tax deductions related to charitable giving.
  • The one giving strategy that needs to occur in order to achieve and sustain the greatest positive impact of your charitable efforts.

Learn how to make a real impact within your community.

Click here to download the guide.

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This guide outlines 3 fatal flaws in your financial plan and identifies steps to help you overcome each one.

These flaws include:

  1. Failure to budget and save
  2. Failure to keep budgets real
  3. Failure to adjust and rebalance financial portfolios

What typically precedes an enjoyable and financially comfortable retirement is a well-defined budget and savings plan. Learn simple steps to help you accumulate additional long-term savings and strengthen your financial plan.

Learn to grow wealthy over time.

Click here to download the guide now.

 

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Even for affluent families and diligent savers, modern retirement presents some harsh realities. Surprisingly, an estimated 13 percent of Americans in the country’s wealthiest quartile are in danger of churning through their savings within 20 years of retirement*.

How well will your plan hold up to the twists and turns that life presents? Are your revisiting your plan and revising key components when necessary?

Download our guide to find out.

This guide incorporates the SMART approach to goal setting, helping individuals and families avoid common missteps en route to retirement.

Click here to get your complimentary eBook.

 

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Gratus Capital, LLC
3350 Riverwood Pkwy, Suite 1550
Atlanta, GA 30339
Phone: (404) 961-6000
Toll Free: 1 (888) 707-0773
Fax: (404) 961-6020