Use This Annual Exclusion by December 31st!

Dec 20, 2016 | Taxes

Under current federal tax law, in 2016, you can take advantage of an annual exclusion to give up to $14,000 to as many individuals as you want without paying gift tax. If you’re married and your spouse joins in the gift, you can, as a couple, elect to give...

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When 20% off your purchase is a bad deal

Dec 5, 2016 | Finances

by Kathryn Vasel   @KathrynVaselOctober 25, 2016: 1:13 PM ET It’s an enticing offer: “Do you want to save 20% today by opening up an [insert store name here] credit card?” Store-branded credit cards can seem like a good deal when you’re about...

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How To Be a Successful Saver

Nov 28, 2016 | Finances

How much money did you save last year? If your savings fell short of your goals, don’t give up. You can still take charge of your financial future. Here are tips to become a successful saver.  Set goals. Give your saving a purpose. Do you want to accumulate an...

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Female Family CFOs – We Are Here For You

Nov 22, 2016 | Finances, Investments

In many of the families that we work with, the mother (or wife), is the person who takes care of the finances and makes investment decisions.  These women, as well the single or widowed women we work with, handle significant responsibilities.  These responsibilities...

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How Many Credit Cards Is Too Many?

Nov 3, 2016 | Finances

By Jill Krasny Published September 22, 2016 Personal Finance Credit.com With so many tempting credit card offers out there — we’re looking at you, Chase Sapphire Reserve — who wouldn’t want to take advantage of them and sign up? But some consumers may have reason to...

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