Archive for December 2012

Avoid Gifting Mistakes in Financial Planning

I’ve talked before about how estate tax rules will be changing in the coming year. Currently, a taxpayer can gift $5.2 million to others tax-free. For couples, that number is $10.4 million. Gifts above those amounts are taxed at a rate of 35%. This rule is set to expire in January of 2013, making way…

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Taxes aren't the biggest dilemma for the wealthy!

Turn on any news channel or open any national magazine or internet news outlet, and you’ll something about the fiscal cliff in the headlines. A large focus of the content is the impact on the rich and the increased tax burden they will be faced with in the new year. With the growing United States…

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What's got your attention?

“Look out!” many will say if you’re going to step out in front of an on coming car. Shouldn’t we also use the same warning when someone listens to: “Fear.” “Danger ahead.” “Destruction.” “Bad outlook.” “Things don’t look good.” Isn’t this the media message today? My friend Darren Hardy, publisher of Success Magazine and author…

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Alpharetta Metropolitan Ballet Theatre to Present The Nutcracker

The Nutcracker is a timeless holiday play beloved by generations, since its inception in the 19th century. Children and adults alike have marveled at the story of the young girl whose toy nutcracker comes to life on Christmas Eve and whisks her away on a fantastic adventure to magical lands. This December marks the Metropolitan…

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The Fiscal Cliff and Me…Who Cares?

We should all care, but for all the reasons the media doesn’t talk about. The tax outcome will be what it is and affect all of us according to our particular financial situation. How many of us have the authority to do anything about the decision being made? None of us, really. So I like…

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How big is your wealth vision?

You’ve probably heard the saying, ‘if you want to know what it is like to be in water don’t ask a fish.’  You created wealth because of your big vision for your business and life.  And chances are someone other than yourself helped you see the possibilities.  Many say it started with a mom or…

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Why taxes aren't the real wealth villian

Why taxes aren’t the real wealth villain The looming fiscal cliff is a minute to minute discussion flooding the media it seems.  At the center of the issue for the affluent is the estate tax, (death tax) burden. CNBC recently wrote about just how significant that burden is in the wallets of the affluent. I…

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Jackpot for Charity…

According to the winner of the Arizona Lotto, charity and causes that matter to him deeply will soon benefit greatly from his new found mega wealth.  After receiving his one-time payout of $192 million he issued this statement, “It is difficult to express just how thankful we are for this wonderful gift. We are extremely…

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The Fiscal Cliff: will we go over it?

The fiscal cliff is a storm cloud that has been hovering over the heads of financial experts for months. Just 46 days are left until the country goes over what has been named the “fiscal cliff,” a number of tax increases and spending cuts scheduled to go into effect abruptly and simultaneously. Should this happen,…

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Alpharetta Snow on the Square

Most of us enjoy the good weather that Georgia has to offer much of the year, especially in the winter. While the rest of the country is de-icing their windshields and shoveling their driveways, Alpharetta residents can take heart that we don’t receive the bad side effects of heavy snowfall. However, that also means that…

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