Wiser Wealth Management Blog

Giving to Your Children

Can a husband and wife give their daughter and son-in-law separate cash gifts?. Suchas; 14K from the wife and another 14K from the husband to each of the newlyweds, totaling 28K to each for a total of 56K as a couple? Yes. You are allowed to give $14,000 to any individual per year without having to worry about the gift tax. Married couples can combine this annual exclusion to jointly give $28,000, tax-free. For example, a couple with an adult child who is married and

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Debt & Credit

Retirement without a Mortgage

If your house was paid for, would you take out a loan to invest it in the stock market? Amazingly many people reading this would actually pause to think about it. The answer should be no.

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