31
Aug
4 Smart Financial Gifts for Kids and Grandkids
By Colleen Weber, CFP®, CPA Finding a meaningful gift for a child who already has enough toys and gadgets can be a challenge for parents and grandparents at any time of year. If you’d rather put some of that generosity toward their future, financial gifts for kids and grandkids can...
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07
Aug
Passing Assets to the Next Generation: Step-Up in Basis
By Colleen Weber, CFP®, CPA If one of your goals is passing assets to the next generation, it’s smart to consider how taxes could affect the legacy you leave behind. Many people are surprised to learn that the way assets are transferred can have a significant impact on how much...
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