New York based philanthropy specialists. Leverage the power of your philanthropic charitable giving through strategic estate and wealth planning.
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Leverage Your Gift - Strategic Philanthropy - Estate Planning | leverageyourgift.com Reviews
https://leverageyourgift.com
New York based philanthropy specialists. Leverage the power of your philanthropic charitable giving through strategic estate and wealth planning.
Blog - LeverageYourGift.com | Blog - LeverageYourGift.com
Subscribe to Our Blog Via RSS Feed. Connect with us on LinkedIn. Review of Income Tax Deduction Rules for Charitable Gifts. June 17, 2015. This post on the Bryan Cave. Life, Death and Taxes. Does a great job of summarizing the key rules for charitable deductions with clear and understandable examples. Could a Planned Gift Boost Your Retirement Income? June 3, 2015. Does Charitable Giving Lead to Better Health? March 10, 2015. This article from the. Disclosure: Mark Kluge only offers securities and adviso...
leverageyourgift.com
Mark Kluge
http://www.leverageyourgift.com/video/mark-kluge.htm
LeverageYourGift.com - Disclosure
http://www.leverageyourgift.com/disclosure
Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor, Member FINRA. Check the background of this investment professional on FINRA's Broker Check.
Norman Blaustein
http://www.leverageyourgift.com/video/norman-blaustein.htm
LeverageYourGift.com - About Us
http://www.leverageyourgift.com/about-us
The Leverage Your Gift initiative grew out of our increased involvement in serving families with their gift planning through our firm, BlueMark Advisors. LeverageYourGift.com was designed to help families learn more about creating that lasting legacy. On our pages here, you will find an abundance of resources for your family that will help answer some of your questions or even figure out what questions to ask as you get started. Norman A. Blaustein. Mark E. Kluge, CLU. Chartered Advisor in Philanthropy.
LeverageYourGift.com - Get Started
http://www.leverageyourgift.com/get-started
How would you like to get started? You may contact us directly by calling 800-589-1802. Or emailing info@leverageyourgift.com. Each section below will guide you deeper through the questions you may have and provides helpful worksheets. Philanthropic planning is a journey, and LeverageYourGift can help guide you along your way. Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor, Member FINRA. Read Full Disclosure Text Here.
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Charitable Planning | Blog - LeverageYourGift.com
http://blog.leverageyourgift.com/category/charitable-planning
Subscribe to Our Blog Via RSS Feed. Connect with us on LinkedIn. September 23, 2016. Grandpa, tell me a story. Grandma, tell me about growing up on the farm. Mom, tell me what it was like when you went to college? Dad, tell me that story about going to summer camp and getting lost in the woods. New research is revealing the importance of family and have more resiliency when times are tough. Who knew that listening to Grandma’s stories about all the hard work on the farm were good medicine? Disclosure: Ma...
Could a Planned Gift Boost Your Retirement Income? | Blog - LeverageYourGift.com
http://blog.leverageyourgift.com/could-a-planned-gift-boost-your-retirement-income
Subscribe to Our Blog Via RSS Feed. Connect with us on LinkedIn. Could a Planned Gift Boost Your Retirement Income? June 3, 2015. A Charitable Remainder Trust. If you are planning your retirement income, you might want to consider making one of these planned gifts that will help you. Help your favorite charity. Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor, Member FINRA. WSFG may only transact business in those stat...
Educational Background | MARK KLUGE
http://markkluge.com/educational-background
1-800-589-1802 Ext. 124. Chartered Life Underwriter (CLU ). Chartered Advisor in Philanthropy (CAP ). FINRA Series 7 and 66. Life, Accident and Health Insurance. Professional Associations and Community Involvement. Member, Estate Planning Council of Rochester, the Society of Financial Services Professionals, Partnership for Philanthropic Planning and the Planned Giving Council of Upstate New York. Website by Serius Marketing.
Professional Experience | MARK KLUGE
http://markkluge.com/experience
1-800-589-1802 Ext. 124. Managing Director of Optima Financial Group. October 2003 – August 2013. BlueMark Advisors is the successor to Optima Financial Group. In order to avoid confusion with several other regional companies using Optima, Optimus and other variations, we changed our company name to BlueMark Advisors effective September 2013. Founding Partner of Wealth Transfer Group, LLC. August 1997 – October 2003. President of MK Financial Services, Inc. May 1983 – August 1997. Serving business owners...
Disclosure Information | MARK KLUGE
http://markkluge.com/disclosure
1-800-589-1802 Ext. 124. Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor, Member FINRA. Check the background of this investment professionals on FINRA’s Broker Check. Website by Serius Marketing.
Business Purpose | MARK KLUGE
http://markkluge.com/business-purpose
1-800-589-1802 Ext. 124. Serving families in developing comprehensive wealth and risk management strategies while working closely with other family advisors ranging from tax specialists to attorneys, family offices, trust and development officers. As an independent wealth advisory firm, we are able to offer investment advisory diversification utilizing multiple world-class strategists on a single platform offering enhanced potential to reduce volatility in today’s turbulent financial markets.
An estate tax increase some Republicans might support | Blog - LeverageYourGift.com
http://blog.leverageyourgift.com/an-estate-tax-increase-some-republicans-might-support
Subscribe to Our Blog Via RSS Feed. Connect with us on LinkedIn. An estate tax increase some Republicans might support. February 10, 2015. Here is an interesting post from the Oxford University Press’s Blog that reviews the debate over limiting estate tax charitable deductions for bequests to private foundations. Whether one agrees with the author or not, it could become an important issue to understand and follow. Read Full Disclosure Text Here.
Does Charitable Giving Lead to Better Health? | Blog - LeverageYourGift.com
http://blog.leverageyourgift.com/does-charitable-giving-lead-to-better-health
Subscribe to Our Blog Via RSS Feed. Connect with us on LinkedIn. Does Charitable Giving Lead to Better Health? March 10, 2015. This article from the. Reviews a study that suggests more charitable tax subsidies could spur reports of better health. Disclosure: Mark Kluge only offers securities and advisory services through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor. Member FINRA/SIPC. WSFG and BlueMark Advisors are separate entities, independently owned and operated.
Mark Kluge | Blog - LeverageYourGift.com
http://blog.leverageyourgift.com/author/mark
Subscribe to Our Blog Via RSS Feed. Connect with us on LinkedIn. When it Comes to Planned Giving, Cash is Not King! January 24, 2016. Highly appreciated assets are also ideal candidates for gifting to charitable giving vehicles that provide lifetime income to donors such as Charitable Gift Annuities, Pooled Income Funds and Charitable Remainder Trusts. In these cases, the full value of the asset can fund the charitable instrument. Review of Income Tax Deduction Rules for Charitable Gifts. June 17, 2015.
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Leverage Your Gift - Strategic Philanthropy - Estate Planning
Leverage" is using a given amount of force to achieve a greater result. Check the background of this investment professional on FINRA's Broker Check. Securities offered through Securities America Inc., Member FINRA. Read Full Disclosure Text Here. Connect with us on LinkedIn.
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