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What's in Store for Health-Care Reform in 2014

From Stephen Clifford, Registered Investment Advisor Representative


 

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While the Affordable Care Act (ACA) became law in 2010, several of the more substantive provisions of the law don't take effect until 2014. Here's a review of some of the key parts of the ACA that are scheduled to begin in 2014.

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Gift Tax Strategies That Can Benefit Your Family

From Stephen Clifford, Registered Investment Advisor Representative

The Winfield Group - Scottsdale, Arizona

Today's large gift tax applicable exclusion amount, low gift tax rates, depressed property values, and low interest rates create a favorable environment for making certain gifts.

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It's December 31. Do You Know Where Your Money Is?

From Stephen Clifford, Registered Investment Advisor Representative
The Winfield Group - Scottsdale, Arizona

December and January are the perfect months to look back at what you earned, saved, and spent during the past year, as W-2s, account statements, and other year-end financial summaries roll in. So before Punxsutawney Phil comes out of his burrow to predict when spring is coming, take some time to get your financial house in order.

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