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May 4, 2012
Each month during 2012, we are sharing share quick, easy things you can do to help you stay on track with your financial and life goals. Just one resolution per month — 12 proactive tasks for the year. In May, resolve to spend a few hours volunteering your time to a charitable organization or … Read More: 12 Financial Planning Steps for 12 months in 2012: May 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 November 9, 2011
by Andrew Mark, CPA While no one likes paying taxes, it can be more palatable when you can designate where the money goes. Arizona offers a number of dollar-for-dollar credits you can take on your income-tax return. It doesn’t matter if you owe money or get a refund; but you must have Arizona … Read More: Decide Where Your Arizona Tax Dollars are Spent January 19, 2010
The earthquake that hit Haiti last week prompted a flurry of charitable donations that vastly exceeded the amount raised for previous international catastrophes, according to The Chronicle of Philanthropy. Within a week, more than $150 million had been contributed to major U.S. relief groups. It’s a shining testament to the generosity of Americans to … Read More: Develop a Plan for Charitable Giving November 20, 2008
A recent survey showed that Generation X millionaires (those ages 28 to 42) are the most generous among their peers. Of course, high-net-worth individuals are not the only ones who contribute to charities. Many Americans give generously, and the amount they give has increased dramatically in recent years. Regardless of their net worth or … Read More: Who Gives? Young Millionaires Lead in Philanthropy |
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