Archive for December 2012
Avoid Gifting Mistakes in Financial Planning
I’ve talked before about how estate tax rules will be changing in the coming year. Currently, a taxpayer can gift $5.2 million to others tax-free. For couples, that number is…
Read MoreTaxes aren't the biggest dilemma for the wealthy!
Turn on any news channel or open any national magazine or internet news outlet, and you’ll something about the fiscal cliff in the headlines. A large focus of the content…
Read MoreWhat's got your attention?
“Look out!” many will say if you’re going to step out in front of an on coming car. Shouldn’t we also use the same warning when someone listens to: “Fear.”…
Read MoreAlpharetta Metropolitan Ballet Theatre to Present The Nutcracker
The Nutcracker is a timeless holiday play beloved by generations, since its inception in the 19th century. Children and adults alike have marveled at the story of the young girl…
Read MoreThe Fiscal Cliff and Me…Who Cares?
We should all care, but for all the reasons the media doesn’t talk about. The tax outcome will be what it is and affect all of us according to our…
Read MoreHow big is your wealth vision?
You’ve probably heard the saying, ‘if you want to know what it is like to be in water don’t ask a fish.’ You created wealth because of your big vision…
Read MoreWhy taxes aren't the real wealth villian
Why taxes aren’t the real wealth villain The looming fiscal cliff is a minute to minute discussion flooding the media it seems. At the center of the issue for the…
Read MoreJackpot for Charity…
According to the winner of the Arizona Lotto, charity and causes that matter to him deeply will soon benefit greatly from his new found mega wealth. After receiving his one-time…
Read MoreThe Fiscal Cliff: will we go over it?
The fiscal cliff is a storm cloud that has been hovering over the heads of financial experts for months. Just 46 days are left until the country goes over what…
Read MoreAlpharetta Snow on the Square
Most of us enjoy the good weather that Georgia has to offer much of the year, especially in the winter. While the rest of the country is de-icing their windshields…
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