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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Manage Wealth

The Million Dollar Question: How Can Married Couples Maximize Social Security?

Of all the assets available to support retirement, Social Security benefits are often the last to be included in strategic conversations. We spend dec...
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Manage Wealth

Saving for College

Parents today are faced with the long-term challenge of funding their own retirement accounts and simultaneously saving for their children's college e...
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Manage Wealth

The Business of Family

There are more than nine million households in the United States worth at least $1 million. The biggest concern in the minds of these financially succ...
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Manage Wealth

Long-Term Care Insurance: What You Need to Know

Considering whether you will need long-term care, and determining how that need will influence your financial picture, requires careful thought and pl...
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Manage Wealth

President’s Perspective: Are Investors any Safer?

The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed July 21, 2010. It brought the most significant changes to U.S. financial regu...
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