Tag Archives: wealth

Wealth Transfer and How it Affects You

1. Too Much Joint Property. To some affluent individuals their “simple solution” to the transfer of their wealth is to have it all titled in joint name. This “simple solution” can cost hundreds and result in costly tax and non-tax … Continue reading

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Whats going in business?

Personal incomes and spending for April were a key newsmaker last week. Incomes for the month ticked down by $5.6 billion, or less than 0.1 percent, while personal consumption expenditures (PCE) declined $20.5 billion, or 0.2 percent, according to data … Continue reading

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