Take Inventory of Your Assets

With the busy holiday season, you probably don't have much time to think about finances this week. But as you approach the new year, take some time to compile or update your personal financial statement and  Last-Chance Gifting Opportunity The clock is running out to use the gift tax exclusion for the year. Once New Year's Eve is over, so is the 2013 exclusion. You can give Continue Reading

Food for Thought When Making Year-End Charitable Contributions

  Before slicing into their Thanksgiving turkeys, most Americans pause to give thanks for their good fortune. And, in the spirit of the holidays, many give to those in need. The average charity receives about 40 percent of its annual contributions between Thanksgiving and New Year's Day, according to Charity Navigator, a not-for-profit watchdog organization. IRS Cautions Continue Reading