Ways to Avoid Making Mistakes With Donor-Advised Funds

December 23, 2013 Wall Street Journal John Gugle of Alpha Financial Advisors was featured in an article explaining how donor-advised funds are used to promote greater philanthropy and to maximize tax savings.  John is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. *** You can read more of this article at: http://www.wsj.com/articles/SB10001424052702304020704579276163221844326

4 tips for buying stocks with ‘play money’

December 2, 2013 Bankrate.com By Marilyn Kennedy Melia Taking risks with play money Did your pulse pick up when the Dow Jones industrial average crossed 14,000? Could you barely contain your itchy investment finger when the market eclipsed 15,000? Consider yourself fortunate. Unlike many, you’re probably not living paycheck to paycheck but are instead focused on how your savings might …