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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 June 3, 2011
“Managing your finances isn’t just about compound interest or credit cards, individual retirement plans or 401(k) plans. It’s really about the kind of life you want to have.” This sums up the main ideas in a recent Wall Street Journal article, “Money Lessons for Every High-School Graduate.” The article stresses the connection between how … Read More: Money Lessons for High School Graduates June 4, 2010
The National Endowment for Financial Education (NEFE) has put together the perfect gift for the college bound person in your life. By providing these 40 money-management tips, you are offering a path toward independence that most of their peers will not have. Whether your student is already in college, or soon to be, this a … Read More: Money Management Tips for College Students July 20, 2009
Before you send your child off to school next month, take some time to talk about personal finance skills. If you think your words won’t hold enough weight – or you need some guidance yourself – consider bringing in an expert such as a Certified Financial Planner™ professional. It’s … Read More: Top 10 Money Matters for College Freshmen May 19, 2005
One of the best gifts grandparents can give their grandchildren is to help pay for their college education. A survey by AIG SunAmerica Mutual Funds found that 54 percent of grandparents were already helping pay college costs or planned to do so. Yet many grandparents don’t realize the most effective ways of going about … Read More: How grandparents can help pay for grandchildren’s education |
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