Sharing the Wealth – Tax Free Ways to Gift to Children
June 26, 2022
By Caleb Arringdale If you have children or grandchildren, there are good reasons for choosing to pass along some of your wealth during your lifetime rather
By Caleb Arringdale If you have children or grandchildren, there are good reasons for choosing to pass along some of your wealth during your lifetime rather
By Matt Knoll, CFP® Sr. Financial Planner If you’re considering buying a new car there’s a lot to think about. Buy or lease? Make and model?
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see new
More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can live
As a new parent, I’ve got college on my mind. While it’s true that it’s going to be 18 years before my wife and I make
Nancy’s Retirement: After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement. She is looking forward
By Matt Knoll, CFP® & Caleb Arringdale, EA What is Cost Basis? Cost basis is the original value of a share of stock. Because stock prices go up and
By The Planning Center, Financial Planners Schedule a Free Consultation Last summer, my husband and I had our first child. While I’ve loved the experience, the
By Michelle Maton, CFP®, CeFT®, Sr. Financial Planner In 2021, a record-breaking 47.4 million Americans voluntarily quit their jobs. According to the Labor Department that amounts
You’ve probably heard that money-related issues are one of the leading causes of marital strain in the United States. Perhaps you’ve even experienced some of this
By Matthew Sivertsen, CFP®, CeFT® Divorce can be messy, creating questions on how to move life forward. The team at The Planning Center have worked with
The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took hundreds of years of economic and technological advancements
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