Category: investments


Guide to giving cash gifts during your life, the do’s and don’ts.

I am sure that most people know that you are allowed to give a certain amount of money to beneficiaries tax free. But what some people might not know is what the limits are and what the lifetime limit is, and what the tax implications are for different scenarios. Annually, you can give $12,000 per […]


New Years Resolution: Start an estate plan…just in case.

For 2007, my wife and I are going to start working on an estate plan, just in case something were to happen to one or both of us. Due to a recent death in our family, we have seen the hardship that families go through when nothing is written down in terms of what to […]


The Simple Dollar dips his toes into Mutual Funds – a must read.

Trent over at The Simple Dollar has a great article up about beginning his investing in mutual funds…index funds to be exact. He outlines his fears as to why he has not been in them before, how we went about making his decision, and the fund that he ended up going with. We have been […]

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