How to Give Stocks as Gifts

How to Give Stocks as Gifts

Since you are reading this, you are already considering giving stocks as gifts. Congrats! Gifting stocks is the gift that keeps on giving. When you gift stock, you are giving the gift of company ownership through stocks. How to gift stocks will depend on to whom, your taxes, and the source. Custodial Brokerage Account for Kids You can gift stock to kids with a custodial brokerage account. A custodial brokerage

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Why I Give Stocks as Gifts

Why I Give Stocks as Gifts

When the word gift is mentioned, most people don’t think of stock. A stock is a partial ownership of a company, also known as equity. When you gift stock, you are giving the gift of company ownership through stocks. Gift Benefits You may think, why not give cash or a store gift card as a gift. Well, they provide little to no benefits when compared to stocks. Gifting stocks provides

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Creating SMART Financial Goals

Creating SMART Financial Goals

A goal is a future envision, result, or experience that is planned to be achieved. Many of us have a vague idea of our financial goals like retirement or buying a house someday. But, until we have a plan, those wants are wishes, not goals. Thus, we need SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) Financial Goals. Specific For something to be specific, it must be clearly defined, particular and

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