2 mins read

Do I Have to Pay Taxes on the Money My Grandmother Gives Me to Help With Her Care?

Getting her coffee and answering her mail may only be the beginning of the work you do for your grandmother. If you have a regular schedule with your grandmother, wherein you care for her and take care of her household and personal needs, she may feel compelled to pay you. If you’re wondering if you have to pay taxes on the money she gives you, take into consideration the intent and amount of money you will be getting.

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?