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UNCATEGORIZED
What You Need to Know About Wills and Gifting Assets
As part of the estate financial planning process and regardless of status, age or net worth, here is what you need to know about a Will and Gifting Assets.
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UNCATEGORIZED IN-THE-MARKETS
In the Markets – Week-Ending February 19
U.S. stocks finished slightly lower Friday as a slide in oil prices resumed, but managed to log their largest weekly gains in three months. The Dow industrials finished down 22.3 points, or 0.1%, at 16,391.10. The S&P 500 finished flat at 1,917.67.
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UNCATEGORIZED FINANCIAL-PLANNING
Checking it Twice – Year-End Financial and Tax Planning To-Do’s
2015 is rapidly coming to an end, we are all asking ourselves, where did the time go? Time waits for no one and a New Year is about to start. Although the holiday season is busy, packed with festivities and cheer, it is also an opportunity to sit down and get a jump start on 2016. Take the opportunity to review your current situation to determine if there are any financial or investment planning, including tax opportunities that can be beneficial to you. This is an important step towards ensuring your financial plans are on track and reaching your financial goals.
