gift

Protect Yourself From These 5 Holiday Scams

2023-05-11T15:17:26-04:00December 6th, 2021|Blog, Financial Planning|

Protect Yourself From These 5 Holiday Scams By: Stacey Nickens 'Twas the month before Christmas, and all through the land, every mom and dad was buying all the toys that the stores had on hand. When on their credit card statement there arose such a clatter, they had to call American Express to see [...]

Gifting Cash To Reduce Your Estate Taxes

2023-05-11T15:17:57-04:00December 3rd, 2021|Blog, Estate Planning, Financial Planning|

Gifting Cash To Reduce Your Estate Taxes By: Stacey Nickens The giving season is upon us, and you may be sifting through magazines, trying to figure out what to give your relatives. Instead of buying your grandson his fifth pair of headphones, those with highly-valued estates might consider giving cash this holiday season. Doing [...]