|
|
|
|
February 15, 2012
Did you know that there’s a wealth-transfer technique you can use to reduce your taxable estate and keep more of your assets for your heirs? You can make annual gifts of up to $13,000 ($26,000 per married couple) to as many people as you wish without incurring federal gift taxes. An example: A married … Read More: Gifting: a win-win proposition February 8, 2012
If you’re an outdoor enthusiast, at some point or another you’ve probably contemplated what you might do should you encounter a bear or other wild animal. Wildlife experts typically recommend these tips: Stay calm and don’t run. Investors might do well to heed that advice when traversing the stock market, as well. Plan ahead: … Read More: Investor Tips: Managing and Coping with Risk February 1, 2012
In February, resolve to spend a few hours organizing your personal files and documents. There are several personal financial records you should keep indefinitely. These include property records (home purchase, significant improvements), pension records, and retirement distribution records. Save copies of any applications or documents where you have designated a beneficiary on your account … Read More: February: 12 Financial Planning Steps for 12 months in 2012 January 25, 2012
Stories abound about the fireman who retires at age 45 with a six-figure pension, or the city manager who leaves after just five years’ service with full salary and health coverage for life. What doesn’t make headlines, however, is the growing number of public sector employees who have seen their retirement benefits erode in … Read More: The Growing Public Sector Pension Gap January 18, 2012
The New Year is always a good time to think about your financial goals and objectives for the year ahead and beyond. But don’t feel as though you have to do everything at once. Instead of the annual ritual of overdoing New Year’s resolutions and making grandiose plans (then backsliding or giving up after a … Read More: Monthly Financial Planning Resolutions |
|
|
Phoenix Office: 602-281-4357 Tucson Office: 520-204-6798 Email: info@MoneyAZ.com |
|
