Donating to charity is an important part of many people’s lives. If you’re passionate about donating funds to charities whose work you want to support, we at Costello Financial Planning commend you! We also want to let you know that there are ways to do so while maximizing the amount you donate and helping you with your tax savings at the same time. When done correctly, giving to charities can be an integral part of your comprehensive financial planning strategy. Turn to our financial advisors for assistance in this area. We have two offices to serve you, one in Chicago and one in Ann Arbor. Get in touch with us today!

  1. 7 Financial Planning Steps To Review Before the End of the Year

    Markets by nature are uncertain, whereas certain planning steps are pretty well defined. The hard part is implementing these steps. With kids’ sports in full session and the holidays approaching, the end of the year creeps up on us. With that in mind, here are seven critical steps we will review b…Read More

  2. What I Am Reading

    Keeping Things Simple and Tuning out Folly (Farnam Street) To Get a Job in Your 50s, Maintain Friendships in Your 40s (New York Times) Beneath Chicago's Gloss (City Journal) The Middle-Class Squeeze (Wall Street Journal) Pete Sampras Letter to My Younger Self (The Players Tribune) Poor People Are Ge…Read More