A gift to charity may prove to be a great financial favor to you. Some charitable gifting methods offer you notable tax advantages. Here’s a brief look at some popular options.
HAVE YOU CONSIDERED CHARITABLE GIFTING?
WHO NEEDS ESTATE PLANNING?
You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home.
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HAPPY VALENTINES DAY!
WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR
he financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn’t anticipated. It may actually give you a better understanding of what you want from life.
FEEL-GOOD FRIDAY
Gets me every time...
Happy Friday everyone - have a great weekend!
THE VALUE OF MONEY MANAGEMENT
Why do advisors "hire out" the management of portfolios? Some investors are puzzled when financial services professionals recommend third-party asset managers to supervise their portfolios. Why would they recommend turning over the active management of the portfolio to someone else?
WHAT TO DO FINANCIALLY WHEN A SPOUSE DIES
When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before us, and the responsibility of it can make us feel pressured. With that in mind, this article is intended as a kind of checklist – a list of some of the key financial matters to address following the death of a spouse.
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UGMA AND UTMA ACCOUNTS
If you want to save for college, you may wish to consider an UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift minors without having to set up a trust.