The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry Continue Reading →
Category Archives: Kids and Money
Tempted to Tap Your 401(k)? Ask These Questions First.
Early withdrawals from retirement accounts are not only costly, they can disrupt your financial future. Think about the long-term consequences before you tap your 401(k) for an emergency expense. Your Continue Reading →
Creating a Family Budget and Sticking To It
There is no better way to control your spending than to keep a family budget. The time you invest in creating and tracking your budget can keep you ahead of Continue Reading →
College is Expensive. Make Sure You Have a Plan in Place.
Are you aware of the different options available to you when saving for your children’s (or grandchildren’s) college costs? Here is a glimpse at each option. The hallmarks of an Continue Reading →
Easy and Fun Ways to Teach Your Kids the Value of Money
You can’t overestimate the value of teaching your young children about managing money. The trick is to make the lessons fun and applicable to their daily lives. You want to Continue Reading →
Making Smart Investments for Your Family
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management Continue Reading →
Time May Change Your View of Wealth
Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money Continue Reading →
Have Kids, Accomplish More?
Two studies link parenting and productivity. Being a mom may make you a more productive worker. Two recent studies have made that claim, and the flextime often requested by working Continue Reading →
529s and Estate Planning: What’s the Connection?
Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential Continue Reading →
Reduce the Generation Gap in Your Family’s Finances
Many families cite saving for children’s or grandchildren’s education as one of their top financial goals. If you are among this group, you may want to consider a 529 college Continue Reading →