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Bridgeworth 2017 Holiday Giving Spotlights the American Red Cross

2017 will be remembered for many things: a solar eclipse that brought work and school to a standstill as we all gathered outside to watch this natural phenomenon; a strong and steady stock market; and an unprecedented number of natural and manmade disasters: wildfires that swept through California, horrific shootings in Las Vegas and Texas, …

Reasons to Consider Gifting Appreciated Securities to Charity

With markets continuing to boom, many people are seeing their stocks and other securities gain value quickly. One way to best make use of that growth—and avoid tax penalties for it—is to gift appreciated securities directly to the charitable organization of your choice. It’s a great option and many simply overlook this special tax provision. …

Panini Pressed

“They” say I’m in the “sandwich generation,” the generation taking care of both our children at home and our aging parents. But “sandwich generation” does not paint a realistic picture for me. When I think of a sandwich, I think of a Dagwood type sandwich with fluffy bread piled high with meat, cheese, lettuce, tomatoes, …

The Latest Tax Proposal – What’s In It For Me?

On Wednesday (9/27/17) the President along with the so-called Big Six (other top Republican leaders) revealed their framework for an upcoming proposal on tax reforms. While we have more facts than the general statements we have been hearing over the last few months, the plan is still short on details. Our primary concern here at …

In Financial Defense of Pumpkin Spice Latte

It has been almost fifteen years since Starbucks introduced the Pumpkin Spice Latte, a drink which caffeine addicts and coffee lovers embrace in earnest reverence if not, at times, loyal fanaticism. It has its own Twitter account with 115,000 followers, and, proving imitation is the highest form of flattery, virtually every major restaurant and coffee …