Personal Planning Ideas

Smart Moves for 2016
As you begin collecting the paperwork you’ll need to file your 2015 income tax return, you may find things you should have done differently that would have helped save money . . . more

Putting the Deduction in the Right Spot
“. . . and in most cases the interest you pay is fully deductible!” . . . more

Getting Two Deductions for Your IRA Contribution
It may seem silly to withdraw funds from a bank account to make an IRA contribution . . . more

Make the Most of Stock Market Losses
The recent drop in stock prices may have left some investors with losses. There are strategies that can help . . . more

Be sure to check this site each month for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each month, please click here.

January 2016 Archive
• It’s Back, and It’s Permanent
• Bring New Life to Old Savings Bonds
• Powers of Attorney Serve Many Purposes
• Do You Really Need an Attorney to Write Your Will?

December 2015 Archive
• Many 2016 Numbers Remain Stuck
• Three (Possibly Four) Great Year-End Gift Ideas
• Narrow Window Remains to Tap Social Security with File and Suspend
• New Retirement Option Available

November 2015 Archive
• Year-End Estate Planning Checklist
• A Vacation from Taxes
• Make Investing a Group Project
• Women and Philanthropy

October 2015 Archive
• Reasons You Need a Will
• Do More with a Living Trust
• Revocable vs. Irrevocable Charitable Options
• Worth the Wait?

September 2015 Archive
• What Money Can’t Buy
• Planning for Four-Legged Beneficiaries
• The Not-So-Wicked Stepparent
• Planning Your Digital Estate

August 2015 Archive
• Not All Payments Are Created Equal
• Collecting – for Fun and Profit
• It's Up to You
• Get a Pay Increase from Social Security Just for Waiting

The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.


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