Tag Archives: Personal Finance
The Bill & Melinda Gates Foundation is the largest and arguably the best-known private foundation in the United States. While not everyone who creates a successful foundation will be like the Gateses, the couple can be a useful model when deciding whether a private foundation meets your charitable goals.
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No one wants to face the possibility that their compensation may be clawed back. The complex tax aspects of the situation only serve to rub more salt in the wound.
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Dividing some assets is a simple matter of math. Other assets, however, seem to pose as large a problem as …
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Investors who are wondering when it’s safe to get back into bonds have one thing going for them: They recognize …
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2013 brings new tax regulations, including a new Medicare surtax for taxpayers who have net investment income and whose modified adjusted gross income exceeds a certain threshold. Some year-end planning can alleviate future tax pain – which is an excellent holiday present to yourself.
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“Begin with the end in mind” is good advice in most cases, but it is commonly frowned upon in marriages. …
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Summer has arrived, and for many families, that means getting away for a few weeks. While enjoying beautiful surroundings, warm …
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Trusts can serve many purposes, from transferring wealth to furthering philanthropic goals. If asset protection is a priority, a self-settled …
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Choices about reproduction are among the most personal most of us will ever face. However, assisted reproductive technologies (ARTs) can cause financial complications that are important to discuss with an adviser.
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Tax planning is not a glamorous profession. But now and then, you find yourself staring down the wallet of an imaginary Chinese billionaire.
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