Personal Finance

PLAN AN OVERSEAS VACATION TO TAKE ADVANTAGE OF THE DOLLAR’S STRENGTH

March 27, 2015

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF TAX DEDUCTIBLE GIFTS

December 19, 2014
  • Donate appreciated stocks or mutual funds to favorite charity
  • Must have held for at least one year
  • Make bequests during your lifetime
  • Give up to $14,000 per person to as many people as you like without filing a gift-tax return
  • Max out 401(k) plan

Watch the related WEALTHTRACK episode.

ASSESS YOUR RISK TOLERANCE WITH A FINANCIAL ADVISOR

January 25, 2013
  • Determine the rate of return needed to reach your life’s goals
  • Ask yourself how much you can afford to lose over the course of any given year and reach those goals
  • Understand your emotional tolerance for risk

Watch this Episode

RESOLVE TO BE A MORE EFFECTIVE GIVER THIS YEAR

January 4, 2013

Combine head and heart

Get to know:

  • organization
  • leadership
  • programs

Ask for:

  •  Strategic plan
  • Annual reports
  • 990 IRS form

 Watch this Episode

IDENTIFY SOME TAX AVOIDANCE STRATEGIES TO BOOST YOUR INVESTMENT RETURNS

December 14, 2012

Tax avoidance strategies include:

  • Re-visit municipal bonds
  • Put higher tax investments in tax deferred accounts
  • Emphasize tax efficient strategies including: index funds, ETFs, and individual stocks

Watch This Episode

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