Money Concepts Newsletter – August 2015

Forefield Newsletter   Money Concepts Linda Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 770-461-2954 lwells@moneyconcepts.com moneyconcepts.com/lwells View Bio   August 2015 Financial Mistakes People Make at Different AgesThere’s a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, […]

Money Concepts Newsletter – July 2015

Forefield Newsletter       Money Concepts Linda Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 770-461-2954 lwells@moneyconcepts.com moneyconcepts.com/lwells View Bio   July 2015 What’s New in the Housing Market for 2015?After almost a decade of limping along toward recovery, it seems as though the housing market has finally hit a comfortable stride. More […]

It’s December 31. Do You Know Where Your Money Is?

    December 2013             Linda Wells Money Concepts     101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 lwells@moneyconcepts.com moneyconcepts.com/lwells   It’s December 31. Do You Know Where Your Money Is? December and January are the perfect months to look back at what you earned, saved, and spent during the past year, as W-2s, […]

2013 Year-End Tax Planning Considerations

  Money ConceptsLinda  Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 770-461-2954 lwells@moneyconcepts.com moneyconcepts.com/lwells November 2013 2013 Year-End Tax Planning Considerations Buckets of Money: A Retirement Income Strategy Paying for Long-Term Care Insurance with Tax-Free Funds Is it true that my child can receive Social Security benefits based on my earnings record? Do I […]

Estate Planning and Income Tax Basis

    Money Concepts Linda  Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 lwells@moneyconcepts.com moneyconcepts.com/lwells   October 2013 Estate Planning and Income Tax Basis Income tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the income tax basis of the person receiving […]