Spin on Spending

Be Cyber Smart in the New Year

Be Cyber Smart in the New Year

Start the new year with a cyber security checkup! Taking preventative measures to protect your personal information now could save you valuable time and resources in the future. Keep your bank account safe by being cyber smart. Listed below are simple ways you can...

read more
Family Business Lifecycles

Family Business Lifecycles

Being in jeopardy is not an unfamiliar state for a business, as they are constantly evolving to survive, retain key talent, and adjust to new circumstances and demands from their customers and partners. The fact that there are always unknowable risks for the owners of...

read more
Better gift: Stocks or Cash?

Better gift: Stocks or Cash?

Investors planning substantial gifts to children or grandchildren may be considering whether or not to give stocks or sell the stocks and give the cash to alleviate the management concerns for the recipients. This article explores some of the unique benefits that may come with gifting the stocks directly, and introduces the strategy of using the annual gift tax exclusion as an estate planning method.

read more
Holiday Shopping Tips for 2020

Holiday Shopping Tips for 2020

Like most things this year, your holiday shopping might look different this time around. With more shoppers than ever opting to avoid crowds and buy from the comfort of home, retail analysts predict a large surge in online sales. It’s a good idea to prepare for a few...

read more
Timing Can Have Tax Consequences

Timing Can Have Tax Consequences

As year-end comes about, there are time-sensitive decisions to make and tax incentives to capitalize on. With a year that has had as much volatility as 2020, nimbleness may be the order of the day. Such volatility makes portfolio management and portfolio tax planning...

read more
Help Your Teen Get Serious About Money

Help Your Teen Get Serious About Money

If you ask people what they regret most about their financial past, they often say they wish they had gotten serious about money sooner — much sooner. When you’re young and you aren’t paying the bills yet, it can be hard to understand how your earning, spending and...

read more
Halloween Fraud Safety Tips

Halloween Fraud Safety Tips

Fraud can be frightening. There are those who lurk in the shadows online who want nothing more than to take advantage of your account information and identity. To help you from getting tricked into fraud, here are some practical tips to help you stay a step ahead....

read more