Welcome to the VCFP blog. As I encounter unique financial planning information while working with my clients, I write blog posts about that information and share it with you on this webpage. Below is a collection of blog posts aimed to help you reach your financial goals.
Kurt Heineman, CFP®
Blog
How to Use a Charitable Remainder Trust
This is a blog article about How to Use a Charitable Remainder Trust.
Strategies to Build Wealth and Radical Generosity
I was the featured guest on the Move 101 podcast. On the podcast I speak about building wealth and radical generosity.
Donor Advised Fund
The Donor Advised Fund is an excellent tool to make tax efficient gifts to charities. The image above is of Feast World Kitchen, one my personal favorite 501(c)(3) non-profit organizations in Spokane that receives charitable gifts from generous people.