Fee-Only Financial Advisors in Dallas | LFC https://www.leefin.com Dallas-based Wealth Management Firm Tue, 28 Dec 2021 17:41:30 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.10 Should I Use a Donor Advised Fund When Giving to Charity? https://www.leefin.com/should-i-use-a-donor-advised-fund-when-giving-to-charity/ Wed, 01 Dec 2021 09:00:02 +0000 https://www.leefin.com/?p=6955 Click to download the PDF resource __ Disclaimer Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or [...]

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]]> Year-End 2021 Tax Tips https://www.leefin.com/year-end-2021-tax-tips/ Thu, 21 Oct 2021 13:43:18 +0000 https://www.leefin.com/?p=6945 Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities to defer income to 2022, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year-end bonus [...]

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]]> What Issues Should I Consider When Moving Out of State? https://www.leefin.com/what-t/ Tue, 28 Sep 2021 15:25:16 +0000 https://www.leefin.com/?p=6938 (Click to download a PDF version) __ Disclaimer Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or [...]

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]]> Facing the Possibility of Incapacity https://www.leefin.com/facing-the-possibility-of-incapacity/ Tue, 31 Aug 2021 20:36:19 +0000 https://www.leefin.com/?p=6926 Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or drug abuse. Incapacity can strike anyone at anytime Even with today's medical miracles, it's a real possibility that you or [...]

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]]> Considerations When Making Gifts to Children https://www.leefin.com/considerations-when-making-gifts-to-children/ Wed, 21 Jul 2021 15:35:25 +0000 https://www.leefin.com/?p=6917 If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are a number of things to consider. Nontaxable Gift Transfers There are a variety of ways to make transfers to children that are not [...]

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