Posts Categorized: Financial Planning

Are gifts limited to $15,000 per year?

Are gifts limited to $15,000 per year, per recipient before there is a federal gift tax. Not exactly. The $15,000 limit is your annual gift tax exclusion, but in addition each person who makes a...

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When I leave my job…

When I leave my job, should I leave my retirement funds in my employer’s 401K or other plan? That is rarely a good idea. The better option may be to roll over your benefits in...

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Retirement Planning: The Early Years

You are never too young to begin planning for your retirement, in fact, the sooner you start retirement planning, the better. We discuss issues that those in their twenties should address when they begin...

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Top Tips for Saving on Taxes

You can minimize your tax liability through proper tax planning. Here are some top tips for saving taxes. Reducing Income This is the easiest way to lower your taxes. Adjusted Gross Income (AGI) is one...

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