Making Cents: Five Strategies For Tax-Efficient Investing

Once upon a time, retirement was defined as sipping lemonade on the front porch waiting for the grandchildren to visit. Today, however, things are different. The grandchildren may be visiting the house to feed the cat or walk the dog because the grandparents are busy. They are traveling, going out to dinner, and working. Some…


Making Cents: Thinking Of Large Holiday Gifts

One of the common questions this time of year is “How much can I gift to family members without tax consequences”? It’s certainly a loaded question, and the answer is, it depends. Let me explain. The Federal annual gift limit is $16,000 per donor to anyone and is increasing to $17,000 in 2023. For a…

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