Whether you hope to spend winter in the Southwest when you retire, send your children or grandchildren to college, take an annual trip with friends, leave a legacy to your family, or just enjoy a secure retirement, we're here to help you make it happen.
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We help our clients take the mystery out of money management. Clients provide their vision. We provide the tools, education, and solutions to help them succeed.
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Life may be full of peaks, valleys, and unexpected twists, but for our clients the ultimate goal is to live life to the fullest.
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| For 2009, you can give any individual up to $13,000 without owing any gift tax - a $1,000 increase over 2008.
The IRS-allowed standard mileage rate for 2009 is:
•55 cents per mile for business driving
•24 cents per mile for medical or moving purposes
•14 cents a mile if you are driving on behalf of a charitable organization
Beginning in 2009, 529 College Savings Plans can be tapped tax-free to pay for a computer or Internet access.
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