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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 …

Third Quarter 2017: Markets Keep Going Up?

Many commentators and market watchers seem a bit confused watching stock markets around the world continue to grow. For those watching the geopolitical gamesmanship taking place, along with other concerning news items, the world appears gloomy, but looking past headlines to the fundamentals seems to paint a much different picture. Simply put, stocks do well …