Wealth Planning

Happy Holidays! May Your Gifting Be Tax Efficient

By Christpher Whitaker, CFP, AIF ‘Tis the season! The tryptophan from overloading on turkey is finally wearing off, holiday decorations are getting lugged in from the garage and your annual planner is nearing the last page of the year. It also happens to be the season for some end-of-year tax planning! One of the

2023-09-05T19:15:08+00:00December 12th, 2018|Blog, Newsroom, Wealth Planning|

Team Apriem Back from an IMPACTful Week in Chicago

By Jennifer Olson, CFA, CFP Senior Financial Analyst The Apriem Advisors team attended the Schwab IMPACT 2017 conference last week in Chicago and got to see some of the world’s greatest influencers in economics, politics, technology, philanthropy and entertainment. David Cameron, former prime minister of the United Kingdom, spoke about U.S. politics, regulation, immigration and

2023-09-05T19:19:22+00:00November 20th, 2017|Newsroom, Wealth Planning|

Inverse Budgeting, The Most Successful Spending Plan

Money is an essential part of life, but the paradox is no one wants to talk about it. A study conducted by Wells Fargo revealed that personal finance (44%) was more difficult of a topic to discuss than death (38%), politics (35%), religion (32%), taxes (21%), and personal health (20%). One explanation for this

2023-09-05T19:17:09+00:00May 17th, 2017|Newsroom, Wealth Planning|

Year-End Giving Deadlines

Refer to these Schwab Charitable guidelines to help ensure your contributions are received and processed by December 31 (the IRS deadline for inclusion in your year-end tax return). *The type of securities and how quickly the securities are transferred by the financial institution currently holding the investments may impact Schwab Charitable’s ability to receive contributions

2023-09-05T18:04:25+00:00December 1st, 2016|Apriem Cares, Newsroom, Wealth Planning|
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