Posts Tagged ‘gifting’

Those Last Minute Items

Thursday, December 17th, 2009 by Charles Mayfield, CFP®

No, I'm not talking about shopping for presents.  Hopefully, you have already knocked out all of your trips to the stores.  However, there are other matters which should be handled before ... more »

He’s making a list…maybe you should too…

Monday, November 16th, 2009 by Charles Mayfield, CFP®

If you should happen to catch a glimpse of Santa this holiday season...take a look at that big belt he is wearing.  Chances are he has cinched that thing in a ... more »

The birth of a new child and … MONEY

Monday, November 2nd, 2009 by Cass Chappell, CFP®

  A comparison of popular gifting strategies   Summary: ·        If the gift is meant to be used in 18 years (in the case of a college education) or more, I tend to favor strategies ... more »

Making Cents for our Children

Monday, December 8th, 2008 by Charles Mayfield, CFP®

Have you started a savings account for your children?  Perhaps you have put money into a 529 plan for college.  Do you traditionally put money toward their future at the end ... more »