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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Roeser Wealth Management | Financial Planners & Advisors on August 4th, 2020

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Roeser Wealth Management | Financial Planners & Advisors on August 4th, 2020

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

  • Read more

The 4 Essential Elements of a Retirement Plan

Submitted by Roeser Wealth Management | Financial Planners & Advisors on October 25th, 2016

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

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How to Choose the Right Investment Advisor

Submitted by Roeser Wealth Management | Financial Planners & Advisors on October 25th, 2016

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

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Five Things You Should Expect From Your Financial Advisor

Submitted by Roeser Wealth Management | Financial Planners & Advisors on August 3rd, 2016

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

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Five Things You Should Expect From Your Financial Advisor

Submitted by Roeser Wealth Management | Financial Planners & Advisors on August 3rd, 2016

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

  • Read more

Recent Blog Posts

  • Charitable Giving: How Your Gift Gives Back in Tax Deductions
  • Charitable Giving: How Your Gift Gives Back in Tax Deductions
  • The 4 Essential Elements of a Retirement Plan

Archived Blog

  • August 2020 (2)
  • October 2016 (2)
  • August 2016 (1)

Contact Us

Don't hesitate to get in touch with us.  We'd be pleased to answer any questions and would enjoy the opportunity to discuss your financial needs.

Phone: (559) 225-5200
Fax: (559) 225-5270
Email: bill@roeserwealth.com

Roeser Wealth Management
​Roeser Accountancy Corporation

9 River Park Place East, Suite 450, Fresno, CA 93720

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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have an individual licensed to offer securities in the states of California, Nevada and Colorado. This is not an offer to sell securities in any other state or jurisdiction

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