In Clark Kendall’s book, Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth, chapter 18 explains “Planned Giving” and walks through best practices of gifting. Below is a story about Rich and Barbara and real-life examples of how to gift efficiently. Rich is a retired film stuntman who, after a long career, is … Continue reading “Gifts- Taxable or Not?”
Gifts- Taxable or Not?
May 29th, 2019
Keep Calm, Stay Invested
Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much as you may expect. There are many good reasons to … Continue reading “Keep Calm, Stay Invested”
Start from Where You Are to Become a Middle-Class Millionaire
Often, when I talk to someone about how they can become a Middle-Class Millionaire, they say they just don’t know where to start. They peer off into the future and they can’t comprehend how they’ll reach the goal of being a Middle-Class Millionaire from where they are today financially. I tell them that everyone starts … Continue reading “Start from Where You Are to Become a Middle-Class Millionaire”
It Comes from the Heart: The Saver’s Mindset
A Middle-Class Millionaire starts the journey to financial security with a heartfelt for others. A Middle-Class Millionaire starts out with the heart to care about his or her family’s future, his children’s education, his spouse’s life if he should become disabled or die early and his or her joyful retirement unencumbered by money worries. When … Continue reading “It Comes from the Heart: The Saver’s Mindset”
