Gregory Doepke, CFP®, CAP®

Gregory Doepke, CFP®, CAP® Senior Consultant Independent Advisor Representative

Recent Posts

December 19 2018

Enhance Your Personal Legacy Through a Donor Advised Fund

Whether you are intentional or not, you are creating your own personal and family legacy. Your legacy is what you leave behind when you pass on, and it reflects all the good you have done in this world. One of the measurable components of your legacy...

July 11 2018

Three Easy Steps to Reducing Your Financial Anxiety in Retirement

You are retired. Congratulations!  It has been a long time coming, and you are now enjoying your new freedom, flexibility and options as to how you spend your days. You may be spending time with your grandchildren, traveling, pursuing a new passion o...

April 18 2018

How Donors Can Leverage the IRA Qualified Charitable Distribution for Smart Financial Giving and Harness the Impact of the 2017 Tax Cuts and Jobs Act

With the passage of the 2017 Tax Cuts and Jobs Act (TCJA), there are changes that impact charitable giving. More specifically, individual donors and nonprofits can leverage TCJA to make smarter philanthropic contributions with the Qualified Charitabl...