March 4, 2024 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage. Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for March 4, 2024

Retirement Tips For Gifting and Loaning Money to Children

There are tax and financial implications when it comes to gifting, but you can do it right when you understand all the legalities. Listen in to learn the importance of understanding the purpose of gifting money to your kids to help you structure it and think of the implications. You will also learn how to navigate the legalities of loaning money or co-signing a house with your kids.  

Retirement Tips For Gifting and Loaning Money to Children

You’ve done well in retirement planning and you’re living a good life.  You may have plans to leave money to your heirs, and many of our clients want to learn about providing gift donations, too. Why? Gift donations may be used more immediately, so clients get to see how their gift donation plays out while they’re still alive. If your gift is used to buy your grandchild…..