Blog Posts

During holiday seasons, you might think about different types of gifts for family members or for your favorite charity. A financial gift is certainly a generous offering, but it may also be something to think about come tax time.

This article is designed to give you an overview of things you may want to consider when making a gift in the here and now, while touching on longer-term tax relevance for both you and the recipient. We’ll also cover some estate considerations for gifts you make now and as part of your future legacy.

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No matter where you are in your life, saving for retirement or other goals is likely one of your most important financial considerations. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your savings.

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Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. If you have not taken measures to protect yourself, it may be a good idea to consider your options.

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By Marc C. Shaffer

One question real estate agents often pose to sellers is, “How emotionally attached are you to this house?” The reason they ask is because when emotions are at play during negotiations, they can cast a shadow over a good deal and hurt the seller in the end.

Perhaps your children grew up in the home and you’re saying goodbye to the memories, not just the structure.

Perhaps you inherited a home from a grandparent, so you value it more than other properties.

Although it may not be easy, a house is an asset that could have the ability to set you up for your next move or investment, so taking away the emotion (as much as you can) could mean being ready to accept a different offer than one you might accept with emotions in the way.

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By Marc C. Shaffer

I’ve heard figures ranging from the $20ks to $100k. I’ve had friends who likened their experience to the cost of buying a used car, and others who are closer to the cost of buying a house. These are the figures that it’s costing people with infertility to try and have a baby and everyone’s circumstance is unique, so you may find yourself anywhere along this financial spectrum.

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