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Charles J. Lewandowski CFP®
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Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS

Posts Tagged ‘Donor Advised Fund’

Financial Planning News You Can Use- Episode 2 -Wealth, Health, and Congressional Stealth

By Charles J. Lewandowski CFP® | November 19, 2021

Executives and business owners should be aware of changes to 401k limits, preventing financial hardship due to illness, and the benefits of donor advised funds.

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Three Financial Planning Tips for Scarlet Knights in the Gig Economy

By Charles J. Lewandowski CFP® | January 27, 2021

Over the last year, I have the pleasure of working with several Rutgers grads who were former executives at Fortune 500 companies. Each of them left the corporate world and re-invented themselves as entrepreneurs in the New Economy.  They created jobs as independent contractors and are now providing education and services to universities, manufacturing, and…

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Recent Posts

  • The One Employee Benefit That Executives Should Not Overlook – Health Savings Accounts
  • Three Valuable Tax Planning Opportunities For Executives Nearing Retirement
  • How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income
  • Working On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!
  • Considering a Small Business Retirement Plan? Don’t Forget These Tax Credits!

Recent Articles

  • Charitable Giving
  • Dental Professionals
  • Executives & Business Owners
  • Financial Planning
  • The Prudent Boomer
  • Timely Topics
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