Weekly Noteables 1-2-19

Weekly Noteables 1-2-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of January 02, 2019 2019 has officially arrived.  A symbolic point in time to wipe the slate clean and start new. After reflecting on 2018, it is now time to determine what will be most important...
Why Get Financial Advice from This Motorcycle Rider?

Why Get Financial Advice from This Motorcycle Rider?

Why Get Financial Advice from This Motorcycle Rider?   Article written by Brian Bickett Earlier in my career, I worked as a fee-based financial advisor.  This meant that I got paid to give advice AND got paid commissions for suggesting my clients buy certain...
Gift Taxes – Who pays on gifts above $14,000?

Gift Taxes – Who pays on gifts above $14,000?

Gift taxes is a subject that I get questions about on a fairly regular basis and the question itself implies some inaccurate information or misunderstanding around gift taxes.  It is generally posed by a parent trying to financially help one or more children or...