Posts tagged Gifting
Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs
Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs

You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.

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College Planning, Retirement Planning, Your $ Your Independence, Retirement, InvestingGlenn BrownBest Practice, Budget, College, Children, College Planning, College Students, Earnings, Focus on your why, Financial Planning, family, Grads, Goals, Giving, Gifting, IRA Contributions, IRAs, Index, Markets, Kids, Raising Kids, Minors, Roth IRA, Savings, Tax Planning, Traditional IRA, Teenager, Total Return, Investing, diversification, W2, taxes, Tax Deadlines, Your Money Your Independence, Contribution Limits
Empower New Graduates with Gifts of Independence
Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

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Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your IndependenceGlenn BrownAutomatic Payments, Best Practice, Budget, Subscriptions, Debt Management, Bond Portfolios, Bonds, CDs, Children, College, Cash, career, Cash Flows, Dividend Growth, Dividends, Earnings, ETF, Focus on your why, Financial Planning, family, Fee-Only Fiduciary, Financial Independence, Goals, Giving, grandchildren, Graduates, Grads, IRAs, IRA Contributions, Income Streams, Investing, Index, Joy, Kids, Local Town Pages, Student Loans, Gifting, Markets, Roth IRA, Portfolios, Rent, Raising Kids, Student Debt, Savings, Spending, High School Students, College Students, Tuition, Teenager, Technology, Traditional IRA, Multi-Generational Planning, diversification, Experience Spending, Your Money Your Independence, Your Money
Never ask, “Where do you want to go to college?”
Never ask, “Where do you want to go to college?”

Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

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College Planning, Budgeting, Debt Management, Investing, Your $ Your IndependenceGlenn BrownBudget, Best Practice, Debt Management, College, children, Cash, Children, Tuition, ROI, Refinancing, College Planning, Financial Planning, Financial Aid, FAFSA, EFC, Focus on your why, Financial Independence, Grants, Giving, Goals, Gifting, High School Students, Inflation, Raising Kids, Kids, Local Town Pages, Net Price Calculators, NPC, Investment Management, Investing, Priorities, Student Debt, Savings, Student Loans, Spending, Sandwichers, Social Media, Tax Planning, Teenager, Total Return, Your Money Your Independence, taxes, Expected Family Contribution
Overdue Change Coming To MA Estate Tax Laws.
Overdue Change Coming To MA Estate Tax Laws.

Or Not!

MA House Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.

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Estate Planning, Philanthropy, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownAging Parents, Sandwichers, Best Practice, Beneficiaries, Probate, children, Cash, Local Town Pages, Caring for aging parents, Financial Independence, Financial Planning, MA Laws, Estate Planning, Estate Tax, Death Tax, death, family, grandchildren, Gifting, Inflation, Investing, Joint Property, Multi-Generational Planning, inheritance, House, Priorities, Tax Planning, Your Money Your Independence, Will, Trusts, Trustee, taxes, Taxes, tax planning
Enjoy Every Sandwicher Moment.
Enjoy Every Sandwicher Moment.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

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Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College PlanningGlenn BrownAging Parents, attorney, Elder Care Law, Tax Planning, Capital Gains, Best Practice, Beneficiaries, Budget, Debt Management, Probate, College, children, Cash Flows, Caring for aging parents, Local Town Pages, Daycare, Medicare, Dependent Care, Long-Term Care, Health Care, Medical Expenses, Death Tax, Guardianship, guardians, Estate Planning, Estate Tax, Entitlements, family, Focus on your why, Financial Planning, grandchildren, Goals, Giving, Gifting, Savings, Teenager, Health, Health Insurance, Home Ownership, Inflation, Investing, inheritance, Raising Kids, Kids, Markets, Will, Life Insurance, College Planning, Multi-Generational Planning, Mortgage, Minors, Income Streams, Investment Management, Joy, House, Portfolios, Social Security, Priorities, Spending, tax planning, Trusts, Total Return, Trustee, taxes, Your Money Your Independence, Education
September is the Best Tax Planning Month. Yes, really.
September is the Best Tax Planning Month. Yes, really.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

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Tax Planning, Retirement Planning, Your $ Your Independence, Work Benefits, Investing, InsuranceGlenn BrownSandwichers, Tax Deadlines, Tax Planning, Tax-Loss Harvesting, taxes, tax planning, Taxes, Dependent Care, FSA, FSA Dependent Care, DC-FSA, Child Tax Credit, children, HSA, Health Savings Accounts, Roth Conversion, Work Benefits, 401(k), 403(b), Employee Benefits, Financial Planning, Gifting, HDHP, IRAs, IRA Contributions, Social Security, Life Insurance, Local Town Pages, Roth IRA, RMD, Traditional IRA, Wash Sale, Year-End, Your Money Your Independence, IRA Withdrawals, Required Minimum Distributions
Your Teen Working This Summer? Fund Their Roth IRA.
Your Teen Working This Summer? Fund Their Roth IRA.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

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College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your IndependenceGlenn BrownSandwichers, Beneficiaries, children, College, Contribution Limits, Children, College Planning, Financial Planning, Financial Aid, FAFSA, EFC, family, Financial Independence, Education, grandchildren, Gifting, IRAs, Investing, Raising Kids, Kids, Local Town Pages, Multi-Generational Planning, Minors, Roth IRA, Goals, Priorities, Retirement, Traditional IRA, Teenager, Savings, Tax Planning, Your Money Your Independence, Expected Family Contribution, taxes, IRA Contributions, Taxes, tax planning
Zoom Your Estate Planning
Zoom Your Estate Planning

Technology and legislation are removing procrastination from developing your holistic estate plan.



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Estate Planning, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownAging Parents, attorney, Sandwichers, Tax Planning, taxes, Taxes, Beneficiaries, Best Practice, children, Children, College Planning, Caring for aging parents, David Feakes, death, Death Tax, designation, Estate Tax, Estate Planning, Focus on your why, Financial Planning, family, grandchildren, Guardianship, Gifting, guardians, Health, Joint Property, Raising Kids, Kids, Local Town Pages, Life Insurance, Multi-Generational Planning, inheritance, POAs, House, Teenager, Your Money Your Independence, Trusts, Trustee, Stretch IRA, Will
Closing Time for 2020
Closing Time for 2020

There are investing, tax planning, and retirement planning opportunities to be had before year-end.

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Budgeting, Investing, Tax Planning, Your $ Your Independence, Retirement Planning, RetirementGlenn BrownSECURE Act, Asset Allocation, Tax Planning, Sandwichers, Aging Parents, Payroll, 401(k), 457, 403(b), FSA, Budget, Rebalancing, Best Practice, Financial Planning, Gifting, Health Care, HSA, IRAs, Investing, Investment Management, IRA Withdrawals, Roth Conversion, Roth IRA, Local Town Pages, Portfolios, Required Minimum Distributions, RMD, Wash Sale, taxes, Tax-Loss Harvesting, Tax Deadlines, Taxes, Your Money Your Independence, Year-End
The SECURE Act: Congress spins “Taxman” for next generation
The SECURE Act: Congress spins “Taxman” for next generation

New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.

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Estate Planning, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownAging Parents, Tax Planning, Savings, Beneficiaries, Best Practice, taxes, tax planning, Estate Planning, children, designation, death, Employee Benefits, Financial Planning, family, Guardianship, Gifting, IRAs, inheritance, Minors, Kids, Will, 401(k), Work Benefits, Raising Kids, Local Town Pages, Multi-Generational Planning, RMD, SECURE Act, Roth IRA, Required Minimum Distributions, Retirement, Roth Conversion, Trusts, Trustee, Traditional IRA, Teenager, Sandwichers, Your Money Your Independence, Estate Tax, Your Money
Estate Planning: Evolve Beyond “Death & Taxes”
Estate Planning: Evolve Beyond “Death & Taxes”

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

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College Planning, Tax Planning, Estate PlanningGlenn BrownEstate Planning, Trusts, Will, Kids, Children, Joint Property, Sandwichers, Gifting, Minors, family, guardians, Trustee, Probate, Estate Tax, Death Tax, Beneficiaries, tax planning, children, death, life insurance, IRAs, designation