They want to donate to charities to create a legacy. The problem is, once you give away a large portion of your estate, it’s permanent.
You don’t have to look far for general retirement advice. Unfortunately, a lot of that advice can be contradictory or overwhelming.
The stock market can be a beast sometimes, and make you want to either put your head in the sand or obsessively watch every move.
Many people want to give to charity and create a legacy of generosity but feel limited by their options. They think that as soon as they give their money away, they lose control of it. No one wants to donate a large chunk of cash to an organization that changes its values or services down the road. Is there a way to have your cake and eat it too? In other words, can you give in a way that will benefit all parties and let you retain some control?
I have had the privilege of working with many clients who have reached a point in their lives where they have invested their money and done well with it, been able to enjoy their preferred lifestyle, and have blessed their children financially. But they want to go further. They want to donate to charities to create a legacy and find self-fulfillment. The problem is, once you give away a large portion of your estate, it’s permanent. Many people are afraid to take the plunge even if they have noble charitable intentions. Is there a way around this?
Dealing with retirement can be tricky. Do you plan for the here and now and everything that goes with it or do you plan for the future and try to take an educated guess as to what might happen? This is especially true when it comes to taxes. Is it better to pay taxes today under the current low rates, or pay them later when they could potentially be higher? What can you do today to lower the probability of paying those higher taxes?
3 Things The Wealthy Do Different By Jeremy Reif Wealthy: Live below your means Wealthy people in general, live below their means. They often
Tips For Investing During A Recession by Jeremy Reif Warren Buffett is considered one of the most successful investors of all time, with a net
These financial questions are so common they are asked almost daily. Finance is a complex and ever-changing topic, so it’s no surprise that people have
Who carries cash these days, credit cards are a convenient factor
In running a boutique financial planning firm, I often get asked by clients or the local media to comment about credit cards. What are your thoughts about credit cards, and do you recommend them? For the most part, we have a conversation that goes a little something like this.
If you follow people like Dave Ramsey, he recommends that you avoid them at all costs because they allow people to spend money they don’t have and get into debt. Yes, Dave is onto something here, and is good generic advice. I believe that this subject has more to do with proper/improper financial education as well. Therefore, Ramsey is wrong as well. Well, I am not more than 2 paragraphs in and just contradicted myself. Let’s dive a little deeper into this.
Three Financial Habits for Realistic Money Saving Tips By: Jeremy Reif, CRPS Here are three reasonable, simple, yet effective things you can do for
How to Stop Overpaying Taxes and Start Keeping More of Your Money: Tax Refund By Jeremy Reif, CRPS Getting a tax refund may not necessarily