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Tax

DAF
Charity

How To Donate Money In A Donor Advised Fund

This is a simple tutorial for anyone using a Donor Advised Fund through Deseret Trust Company. The site is not the most intuitive, so hopefully this helps. If you don’t know what a DAF is for, you can read more about it here. If you still need to fund it Read more…

By Frugal$tu, 5 years5 years ago
Charity

How To Contribute Appreciated Securities To A Donor Advised Fund

Here’s how to actually donate appreciated securities to a Donor Advised Fund. Depending on your brokerage, finding and filling out the right form can be tricky.

By Frugal$tu, 5 years5 years ago
Investing

Use A 529 If Your Spouse Is Still In School

Going back to school? Are you putting your spouse through school? You probably need a 529.

By Frugal$tu, 6 years6 years ago
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My Favorite Investing Tools
  • M1 Finance: Fee free investing, effortless portfolio re-balancing and access to a cheap line of credit.
  • Personal Capital: Makes tracking your net worth simple, great retirement calculators too.
  • Worthy Bonds: Fee free microinvesting at a 5% interest rate.

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