by Christine | Dec 24, 2012 | Asset Protection, Assets, Estate Plan, Estate Planning |
If you are like many other American families, the current upheaval in Washington regarding the fiscal cliff (and the estate and gift taxes) doesn’t particularly interest you. However, while the discussions in Washington generally only affect the extremely wealthy,...
by Christine | Dec 21, 2012 | Tax Planning, Taxes |
“Any time you make a decision purely for tax reasons, it has a way of coming back and biting you.” It’s no secret that the looming “fiscal cliff” has investors sitting on the edge of their seats. And if the President and Congress cannot agree on a plan to avert...
by Christine | Dec 20, 2012 | Charitable Giving, Charitable IRA Rollover, Charitable Organization, Charitable Trust |
Each year at this time, out of some combination of generosity and procrastination, millions of Americans rush to make donations to the causes and institutions important to them. It is a beautiful thing, but it is also something of a scramble. As the end of the year...
by Christine | Dec 19, 2012 | Retirement, Retirement Planning |
There’s no one-size-fits-all when it comes to saving the right amount for your golden years — which is part of what makes retirement planning so nerve-wracking for a lot of us. While planning for retirement isn’t an exact science, financial experts agree on a...
by Christine | Dec 18, 2012 | Retirement, Retirement Planning |
“People who see an age-progressed rendering of themselves are more likely to allocate resources to the future.” As reported in a recent Financial Planning article, executives of Bank of America’s Merrill Edge program have altered the face of retirement...
