It’s Christmas time, and we all know it’s “billing period.” What would be smart is saving your money on gifting too. Save your money by gifting preloved items. Remember, January feels like it has five months!
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Want to know what's better than gifting toys? Gifting money that will grow! There are many benefits to gifting money that grows compared to gifting toys. You can even add a gift contribution to many 529 plans for kids. Which would you rather, having a house full of messy and noisy toys or to have a child be financially secure in the future? Let us know in the comments! ... #brazoswafamilyplan #brazoswealthadvisors #alternativeinvestments #financialgrowth #stockoptions #generationalwealth #familytrust #fortworthbusiness #iowapark
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🧠 Learn the new #WordOfTheDay! Gifting Strategies - Ways to give money or property to others in a tax-efficient manner. 📚 Subscribe for FREE and get smart w/ money 👉🏽 https://hubs.la/Q02H-Xx40 👈🏽 👉 And if joining feels like we’re moving too fast, how about showing the love with 👍 and maybe a repost? Thanks & good karma #GreatWealthTransfer #FinancialEducation
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🎁 Holiday Gifting Beyond Toys! 🎁 This year, consider investing in your kids’ or grandkids’ future. From savings accounts to 529 plans, there are many ways to give a gift that keeps on giving. 🌟 #HolidayGifts #InvestInTheFuture #FinancialPlanning #SmartGifting #FamilyFirst https://lnkd.in/gDc_T3Au
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Independent Advisor providing financial and retirement planning, and investment management.
Gifting Strategies to Consider: 3 ways to give to your kids tax-free
Three Ways to Give to Your Kids Tax-Free While You’re Still Alive
kiplinger.com
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Finding the perfect home to fit your lifestyle needs in my mission. Whether you're buying or selling, my professional services will make the process of home ownership much easier and more efficient.
Gifting or receiving a gift to buy a home? Check out this article for important tips.
Using Family Gift Money to Buy a Home | Sibcy Cline REALTORS®
sibcycline.com
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Guiding Young Professionals Toward Financial Freedom | Empowering Travelers to Maximize Their Money | Helping Linemen Build a Secure Retirement
Think about your gifts really hard this holiday season. If your gift requires the recipient to spend a bunch of extra money to make it work/worth it, maybe it's not such a good gift. I almost spent a lot of money to get my brother a gift for Christmas, it was something I already have and something I know he would love. However, before I pulled the trigger I remembered something: I only love it because I have all the other pieces that make it work the way it's supposed to. He doesn't have those which leaves two options: 1. Buy the original gift plus all the parts and pieces to make it work right. 2. Don't buy the gift. Either choice is fine but the option of buying something that requires an investment by the recipient to make it function is not a good option.
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If you’re thinking about gifting money to family, here are some things to know. #WealthAdvisor #DawsonFinancialServices #CoachDawson #FinancialPlanning
How Financial Gifts Are Taxed
northwesternmutual.com
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Cash can be a simple gift that comes with helpful lessons. See our guidance for gifting money to kids on #MoneyandMindset. bit.ly/3Vxiyu2
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Did you know you can lower the value of your estate by making use of gifting extensions while you're still alive? 👏 You can make regular IHT-free gifts to loved ones if you can prove the gift is regular, from income, and doesn’t leave you financially worse off. Find out more in this article ➡️ https://buff.ly/3AiHKwP
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