Money
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.
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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