The Tax Impact of Crowdfunding

The Tax Impact of Crowdfunding - Susan Moussi{3 minutes to read} Crowdfunding is simply any method by which money is raised, for any reason, from a crowd. Back in the pre-computer days, the terminology would have been “fundraiser.” It’s only the means by which the funds are raised that has changed, not necessarily that it hasn’t existed before.

The tax treatment of a transaction often depends on the intent of the donor. Most online crowdfunding campaigns are donation based. Funds are raised to help some charitable cause. It is also the most misunderstood. Continue reading

End-of-Life Discussions & Decisions

End-of-Life Discussions & Decisions by Susan Moussi

{3:30 minutes to read} The subject of this article comes from my personal experience this past fall with the death of my husband, Cliff. Cliff was diagnosed with brain cancer in 2014. Life took on a new normal, and we had nearly two years after his diagnosis to take care of planning, completing paperwork, and discussing his wishes.

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For as Long as We Live or Money Do Us Part

For as Long as We Live or Money Do Us Part by Susan Moussi

{3:19 minutes to read} Before you say, “I Do,” make sure you discuss important financial matters with your betrothed.

  • According to bridalguide.com, the most popular months to get married are June, September and October.
  • An article in The Atlantic has identified the average age for first marriages in the US as 27 for women and 29 for men.
  • According to a Pew Research Center online report dated November 14, 2014, remarriage is on the rise for people aged 55 and over.

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Using a Budget to Shape Your Financial Future

Using a Budget to Shape Your Financial Future by Susan Moussi

{2:55 minutes to read} Most people find the task of putting together a budget daunting and frustrating. They might hope to get through a divorce, or even life, without ever actually preparing a budget. However, I strongly encourage people to give careful thought and consideration to the task of preparing a budget and to give it their best effort.

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A New Year’s Resolution for Every Age

A New Year’s Resolution for Every Age by Susan Moussi

{2:00 minutes to read} At this time of year, many of us are thinking about what our resolutions will be in the new year. We usually resolve to do things we think will enrich our lives at the time. But sometimes, with the benefit of hindsight, we see later that we could have made wiser resolutions and priorities. I have more than 30 years of working experience and 55 years of living experience, and would like to share my own work and life suggestions for five age ranges:

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How a Neutral Financial Professional is Beneficial to the Collaborative Process

How a Neutral Financial Professional is Beneficial to the Collaborative Process  By Susan Moussi

{4:20 minutes to read} Collaborative law is one of the many options for dissolving a marriage. It is a relatively new method of resolving divorce issues without the customary court proceedings.  

When couples work together, along with professionals, they are usually able to craft agreements that are better suited to the needs of their family. In most cases, these couples arrive at a win-win outcome as opposed to a win-lose outcome that may otherwise occur in a courtroom.

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