Making a financial gift during this holiday season is more than a generous gesture to a loved one. It can also be a very powerful planning strategy. The Wall Street Journal recently published a timely article on four financial gifts to consider. We agree with the article, but we would like to make one addition… Read More »
Posts Categorized: Financial Planning
Three Ways the DOMA Ruling Can Affect Financial Planning for Clients
The June 26 Supreme Court ruling that struck down the 1996 Defense of Marriage Act by a 5-4 vote not only gave same-sex couples legal recognition at the federal level, it leveled the playing field financially, too. With this decision, married gay couples living in states that recognize same-sex marriage are eligible for over 1,000… Read More »