ARTICLES OF INTEREST

Planning Your Charitable Giving for 2019

A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019. As you do that, you’ll want to put together a plan for this year’s charitable giving.

 

A good place to start the process is to consider the following items:

 

  1. Review your donations for 2018 and how you made them. How much would you like to donate in 2019?

  2. Did you exceed the standard deduction and itemize your taxes for the 2018 tax year? Do you anticipate exceeding the standard deduction and itemizing your taxes for 2019?

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New Developments in the Public Service Loan Forgiveness Program

The Public Service Loan Forgiveness Program (PSLFP) began in 2007 with a simple idea: provide debt relief to borrowers in critical but often low-paying careers after they make 10 years of timely student loan repayments. The U.S. Department of Education cited law enforcement and emergency management personnel, public school teachers, and legal aid attorneys as examples of those who would be eligible for the PSLFP. Sounds great, right? But in spring 2017, many individuals who chose public service and nonprofit careers learned that their federal student loans may not qualify for the PSLFP after all. Here, we’ll take a deeper dive into the qualifications for this program, plus new developments that may bring welcome relief to some borrowers.

 

Qualification criteria

To qualify for the PSLFP, a student loan must meet four criteria:

 

  1. The loan must be a Direct loan.

  2. The repayments must be on time and for the specified amount.

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Pickler Wealth Advisors   |   901.316.0160   |   1135 Halle Park Circle   |   Collierville, TN   |   38017

Forbes' Best-in-State Advisor
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This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MD, MI, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,

including possible loss of the principal invested.

 

Securities and advisory services offered through Commonwealth Financial Network®.

Member FINRA ,SIPC, a Registered Investment Advisor.

The Pickler Law Firm, LLC, Pickler Accounting Advisors, PLLC, and Commonwealth Financial Network are separate and unrelated entities.

© Pickler Wealth Advisors. All rights reserved. 2020.

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