"you can contribute to a minors ira so that they do not need to file a tax return...very worthwhile as it adds to the years it can compound...
"
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lisa brandes
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I HAVE BEEN A WEALTH MANAGER FOR OVER 25 YEARS...ALL AT THE SAME FIRM. I AM COMMITTED TO THE BEST INTERESTS OF MY CLIENTS. THESE DAYS 63% OF US WOMEN ARE THE CFO OF OUR HOUSEHOLDS. WE ARE RESPONSIBLE FOR MAKING THE MAJORITY OF THE FINANCIAL DECISIONS.
92% OF AFFLUENT WOMEN TODAY SAY THEY ARE A POSITIVE FINANCIAL ROLE MODEL TO THEIR KIDS...THAT IS AWESOME!!!!
I CAN HELP EDUCATE YOU AND YOUR CHILDREN ON FINANCIAL ISSUES. IT IS BEST WHEN THEY LEARN YOUNG. MY DAD ALWAYS TOLD ME TO SAVE ONE HALF OF WHATEVER I MADE. I HAVE FOLLOWED THAT RULE SINCE I BABYSAT AT AGE 12.
I HAVE LEARNED THAT PAYING YOURSELF FIRST IS WHERE IT ALL BEGINS.
I CAN GIVE YOU SOME QUICK TIPS TO GET YOU ON A GREAT JOURNEY!
FOR COLLEGE SAVINGS CHECK OUT UPROMISE.COM OR GOOGLE 529 PLANS...
SOME PLANS OFFER STATE TAX DEDUCTIONS...BE CAREFUL THOUGH THEY ALL HAVE DIFFERENT INVESTMENT CHOICES
IF YOU ARE LOOKING TO EDUCATE YOURSELF ...CALL ME AND ILL SIGN YOU UP AT NO COST TO WOMEN&CO.....AN EDUCATIONAL ARM OF MORGAN STANLEY SMITH BARNEY...IT OFFERS GREAT NETWORKING, EDUCATION AND SOLUTIONS TO YOUR FINANCIAL CONCERNS.
92% OF AFFLUENT WOMEN TODAY SAY THEY ARE A POSITIVE FINANCIAL ROLE MODEL TO THEIR KIDS...THAT IS AWESOME!!!!
I CAN HELP EDUCATE YOU AND YOUR CHILDREN ON FINANCIAL ISSUES. IT IS BEST WHEN THEY LEARN YOUNG. MY DAD ALWAYS TOLD ME TO SAVE ONE HALF OF WHATEVER I MADE. I HAVE FOLLOWED THAT RULE SINCE I BABYSAT AT AGE 12.
I HAVE LEARNED THAT PAYING YOURSELF FIRST IS WHERE IT ALL BEGINS.
I CAN GIVE YOU SOME QUICK TIPS TO GET YOU ON A GREAT JOURNEY!
FOR COLLEGE SAVINGS CHECK OUT UPROMISE.COM OR GOOGLE 529 PLANS...
SOME PLANS OFFER STATE TAX DEDUCTIONS...BE CAREFUL THOUGH THEY ALL HAVE DIFFERENT INVESTMENT CHOICES
IF YOU ARE LOOKING TO EDUCATE YOURSELF ...CALL ME AND ILL SIGN YOU UP AT NO COST TO WOMEN&CO.....AN EDUCATIONAL ARM OF MORGAN STANLEY SMITH BARNEY...IT OFFERS GREAT NETWORKING, EDUCATION AND SOLUTIONS TO YOUR FINANCIAL CONCERNS.
Profile Information
- Number of children and age
- everyone has a child inside
- Occupation
- Vice President - Investments / Wealth Manager
Latest Activity
lisa brandes replied to lisa brandes's discussion 'Year end tax planning' in the group Finance and Parentinglisa brandes replied to lisa brandes's discussion 'Year end tax planning' in the group Finance and Parenting"The link got zapped after the word see, and the edit feature does not appear to be working. So the link is…"
"you can also set up Education IRA AKA Coverdell Education Savings Account - ESA accounts for them. Those are limited to $2000 a year per child and are not tax deductible. But the earnings can grow tax free if the money is only taken out for…"
Julie Lehmann Weisman replied to lisa brandes's discussion 'Year end tax planning' in the group Finance and Parenting"sorry for the ignorance, but i'm a first time mom, and i live in israel, can you tell me what 529 is?"
lisa brandes added a discussion to the group Finance and Parenting
Year end tax planning
Dont forget to fully fund your childs 529 plan...if you dont use it you lose it...Im also thi king of hosting a money workshop or children...let me know your thoughts...See More
lisa brandes commented on lisa brandes's group 'Finance and Parenting'"if you are shopping...just rember IKEA has a supervised play area for your kids...."
lisa brandes posted a blog posttrusts and trusting
are you concerned about how your wealth will be given to your children? if not...think about it...decide on a guardian and a trustee...need help ...call me
lisa brandes joined Jodi's group
The Best Things To do in NYC
NY is a great city, particularly for kids. Read about or post your great ideas on things to do in and around the city.See More
lisa brandes commented on lisa brandes's group 'Finance and Parenting'"iF YOU HAVE A FINANCIAL CONCERN...IM YOUR BEST RESOURCE....JUST CALL"
lisa brandes replied to lisa brandes's discussion '529 plans' in the group Finance and Parenting"YES THERE IS A LIMIT...IT IS AN ANNUAL MAXIMUM OF $13M PER PARENT PER CHILD......"
lisa brandes joined lisa brandes's groupFinance and Parenting
When it comes to having a family,financial issues are always important.You'll need to think about a home for your family, your childs education and special occasion needs.See More
Lisa brandes's Blog
trusts and trusting
are you concerned about how your wealth will be given to your children? if not...think about it...decide on a guardian and a trustee...need help ...call me
Posted on June 7, 2009 at 8:54pm
Comment Wall (3 comments)
- At 4:58pm on February 3, 2010,
Rachel Boussidan said… - Hi there,
How are you ? Accept my friend request so I can send you some great events. I hope you will join my group http://www.metroimma.com/group/beingajewishwoman !!!
Have a good day,
Rachel
- At 1:40pm on June 3, 2009,
Jodi said… - can u join bets things to do in ny and add this sweetiepie idea to that group
- At 9:43pm on June 2, 2009, lisa brandes said…
- if you are looking for a chic spot for a kids event checkout SWEETIEPIE in the west village....cool and fun.....and its prix fixe...your child can feel super grown up and afford the bill
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