Date: May 2021

4 posts in May 2021

Three Reasons to Keep Your Personal and Business Finances Separate

May 24, 2021

If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your company is established and already has separate checking and credit-card accounts, you may be tempted to pay business expenses from personal accounts on occasion — or vice versa — particularly…

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Considerations When Making Gifts to Children

May 24, 2021

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 treated…

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Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

May 24, 2021

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t your only option; it could make more sense to keep the money in your previous employer’s plan or move it to your new employer’s plan (if allowed by the plan)….

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Symphony Financial Planning Partners with Healthy Davis Together

May 12, 2021

Davis financial planning firm joins the effort to facilitate a safe reopening of the community. DAVIS, California—May 13, 2021—Symphony Financial Planning announced today that it has partnered with Healthy Davis Together to help ensure the safety of team members, clients, and the community upon returning to the office. Healthy Davis Together (HDT) is a joint…

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