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Jim Gilmore is a Certified Financial Advisor with Integrated Capital Management in Irvine. Connect with Jim at (949) 681-8421 or jim.gilmore@natplan.com.
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January 1, 2015 •
2015, Big Kids, Expert Advice, Home Life, January 2015, Money Matters, Teens and Pre-Teens •
Jim Gilmore, CFP® •
Comments Off on Lessons for Future Millionaires
Giving Kids a Better Understanding of Money and Finances How do you give your children or grandchildren the right attitude about money? And a good financial start? While you can gift your child up to $14,000 a year tax-free, consider these options, wrapped up...
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November 1, 2014 •
2014, Expert Advice, Money Matters, November 2014 •
Jim Gilmore, CFP® •
Comments Off on Ways the Middle Class Can Make a Difference for Charity
You don’t need to be wealthy to make an impact and get a win-win Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,”...
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August 1, 2014 •
2014, August 2014, Big Kids, Education & Learning, Expert Advice, Money Matters, Teens and Pre-Teens •
Jim Gilmore, CFP® •
Comments Off on What is a College Degree Really Worth?
Is higher education really the prerequisite for success? Do you need a college degree to succeed? That assumption is long-entrenched, and it isn’t hard to see a relationship between education and earning power. Yet the cost and debt linked to getting a...
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January 3, 2014 •
2014, Expert Advice, January 2014, Money Matters, Teens and Pre-Teens •
Jim Gilmore, CFP® •
Comments Off on Investing for Dreams: When it comes to investing, teens have the greatest advantage
Teenagers, as you begin to pursue your dreams and goals, it’s important to remember that even though wealth may not be your focus, building it may just be what allows you to achieve those dreams. Now is the best time to make smart money choices and start...
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November 27, 2013 •
2013, Babies, Big Kids, December 2013, Expert Advice, Money Matters, Teens and Pre-Teens, Toddlers •
Jim Gilmore, CFP® •
Comments Off on Ways to Save for College: Comparing Popular Options
How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of obtaining a four-year degree at a public university will surpass $200,000. Staggering? Indeed, but college is plenty expensive already. In 2012,...
