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 phenomenon

2017-05-17T00:00:00+00:00May 17th, 2017|Newsroom, Wealth Planning|

Changes to the Financial Aid Process for School Year 2017-2018

Every year, millions of students and their families file a FAFSA (Free Application for Federal Student Aid).  Colleges use this form to help determine how much a family can reasonably contribute financially and how much financial aid is provided to them. There are a couple of changes to this process this year. Starting with the

2017-02-25T00:00:00+00:00February 25th, 2017|Newsroom, Wealth Planning|

Take Steps to Protect Yourself from Identity Theft

  Take Steps to Protect Yourself from Identity Theft   Secure your social security number. Don’t carry your social security card in your wallet or write your number on your checks. Only give out your social security number (SSN) when absolutely necessary. Don’t respond to unsolicited requests for personal information (your name, birthdate, social security

2016-12-20T00:00:00+00:00December 20th, 2016|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

2019-09-19T03:42:24+00:00December 1st, 2016|Apriem Cares, Newsroom, Wealth Planning|

Minimum Required Distribution

Minimum Required Distribution Minimum required distribution (MRD) are mandatory withdrawals by the IRS from retirement accounts each year once you reach age 70 1/2. MRD applies to these account types: You must take an MRD for traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k) plans, 403(b) plans, 457(b) plans, profit sharing plans, other defined contribution plans.

2016-11-03T00:00:00+00:00November 3rd, 2016|Newsroom, Wealth Planning|

Schwab Charitable

In September our Women of Wisdom (WOW) event highlighted Charitable Planning presented by Schwab Charitable. In 2015 the largest source of charitable giving in the US came from individuals giving $268.28 billion or 71% of total giving. Foundations, bequests and corporations made up the rest. The greatest percentage of areas that individual gave to were

2019-09-19T03:53:38+00:00October 27th, 2016|Newsroom, Wealth Planning|
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