Manage Wealth

The Family Mission: What Does It Mean to Be Us?

"What about our family do you value most and hope never changes? " This is one of several questions a family might ask itself as part of a process to...
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Manage Wealth

Real Estate Refresher: Helpful Tax Provisions in California and Beyond

Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Manage Wealth

Making Withdrawals from IRA Accounts

The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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Manage Wealth

Family Wealth: Mentoring the next Generation

Famous people often credit mentors with helping them succeed. The terms coach and mentor are often used interchangeably, but the two have different re...
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Manage Wealth

New Retirement Regulations Mirror Long-Standing Clifford Swan Principles

On April 6, 2016, the Department of Labor issued new regulations that affect both retirement investors and advisers and provide for sweeping change wi...
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Manage Wealth

Social Security Rule Changes

With the passing of Bipartisan Budget Act last November, the Social Security “file and suspend” and “restricted application” strategies we discussed i...
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Manage Wealth

2016 Tax Guidelines on Gifts

Tax-Free Gifts Every individual is entitled to gift up to $14,000 (unchanged since 2013) per year to any other individual(s) free of federal gift tax...
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Manage Wealth

5 Ways Your Family Can Create and Build Wealth

When you think of your family, mission statement and strategy are probably not the first terms that come to mind. But, as I explain in my recent book,...
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Manage Wealth

A One Hundred-Year Legacy

I was seven years old the day I walked into the downtown Los Angeles office of A.M. Clifford Associates. Eighteen years later and fresh out of college...
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Manage Wealth

Year-end Charitable Giving Considerations

As we approach the end of 2014, there are several charitable deduction issues to consider, a few of which will be discussed in this article. First, as...
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