Ready to Cash in Your Business? Tips to Save Some Money

August 17, 2021
Senior couple meeting with advisor to sell business

Ten thousand people turn 65 every day. With advances in medicine, this could begin the writing of many chapters in your life’s book throughout a long and healthy retirement. Naturally, there is nothing magical about this age and many a successful business owner has retired at 65, 70, 80 or much younger. For most business…

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Giving from the Heart

June 8, 2021
Laurinda Swank and her mother Theresa

Central Indiana is home to enough nonprofit organizations with worthy causes to make an interested donor’s head spin. How to choose one over another? Laurinda Swank believes in following her heart.  “Seniors and children are a soft spot for me,” said Laurinda, 50.   She finds value in CICOA’s focus on the long-term health and safety of its…

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Charitable Planning and the American Rescue Plan

April 27, 2021
Older couple working on taxes together

If you have not yet filed your 2020 income tax return, do not fret. The deadline for filing 2020 returns has been extended from April 15 to May 17, 2021. As we complete the first quarter of 2021, key legislation has already passed that you need to be aware of as you put together your…

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A Resolution That You Can and Should Keep

February 8, 2021
Financial planner meeting with couple with face masks during pandemic

Now that January has come and gone, how are you doing on your New Year’s resolutions? If you are like me, making New Year’s resolutions is easy; keeping them is a different story. Whether you did or didn’t make any resolutions this year, one you should make now is to create an estate plan (if…

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Introducing a New Tool to Make Donations

June 9, 2020

The recent coronavirus crisis and wild market roller coaster may have caused you to scale back or halt your donation plans for your favorite charities. While this is understandable, there may very well be a fund available for you to continue or even increase your current or future giving that you had forgotten about –…

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Estate Plans: Let’s Complete the Process

April 22, 2020
Estate Planning

As we reviewed recently, updating or completing an estate plan is something we do not like to think about but need to get done. Action steps include: Figure out the person(s) or place (like a bank) that you want to carry out your estate plans. Getting a plan done is nice, but someone will need…

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Estate Plans: Time to Get Them Done or Updated

April 6, 2020
Estate Planning in Central Indiana

Let’s face it, there are things that we do not want to think about now or ever, but you and I know these things must get done. My friends, let’s move to the top of our “COVID-19 Get It Done” list and tackle job number one: estate planning. In times like this when all other…

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Make CICOA Part of Your Legacy

January 27, 2020
Donate to Help Seniors and People with Disabilities

A Guide to Planned Giving In the new year, you may be working on getting your finances in order, going through paperwork, or making changes to your will. These are all important and responsible ways to prepare in a new year. Here’s another to consider: charitable donations through planned giving. The end of 2019 brought…

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How to Donate Your IRA Required Minimum Distribution to CICOA

October 9, 2019
How to donate your IRA required minimum distribution

Disclaimer: This guide is for informational purposes only. Always consult your tax, legal, or accounting advisors before engaging in any transaction. Have CICOA’s services positively impacted your life or the lives of family members? If you are retired, you may want to consider giving back to CICOA and satisfying your IRA required minimum distribution at…

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