Reduce the possibility of investment losses by making this one change
Have you ever lost money on an investment? How did you react? Today I’m going to talk about the inevitability of losses, how to minimise them and one good thing that can come out of declaring a loss.
Intergenerational tax bills are an actual thing. Do something about yours.
Have your parents talked about leaving money to your children? Perhaps you’re a (young) grandparent yourself and are thinking about how you might help your grandchildren on their way. This week’s supplement suggests a way to make sure the grandchild benefits more than the taxman. If you have any questions, get in touch with me tomorrow.
Two dates for your finances
There are two dates that are on my radar in the next 80 days – and no, they are not my wife’s or mother’s birthdays. As a business owner or senior executive, you should also have them marked in your mental calendar because if you don’t get your act together, you and your family could lose out.