Get helpful tips for managing your money, financial planning information, tax savings, and financial news in these blog posts.
We enjoy making the complicated financial world simple for our clients. From short blog posts to full articles and even videos, financial professionals Sheryl Rowling and Steve Doster explain the topics that are important to you. There are also blog posts by our younger team members addressing the financial issues the X and Y Generations are dealing with now. Please share any content you like on your social media pages. Feel free to add comments or ask questions on any of the articles. We are happy to respond!
People often think about charitable giving towards the end of the year, but it might actually be better to start your planning now! The way in which you choose to give can have a big impact on the charity and your taxes. If you are currently taking or will be required to take IRA distributions, read on.
Lots of things can happen as we age. Some of these are good things, like heading into retirement, or getting to spend quality time with family. However, as we age, we can also experience a decline in health and mental capabilities. We become more susceptible to diseases such as Alzheimer’s or other forms of dementia. Don’t worry! With proper planning, you can be sure that you are prepared, even if the worst should happen.
Cybersecurity, or a safe online digital life, is becoming a top priority. It is increasingly important to learn about risks to your online data and how to keep yourself safe from viruses, spyware and hackers. Protecting your personal information online requires constant vigilance.
So, you have made the decision to sell your family home and move to a retirement home. While that is always a difficult choice, many people would agree that the hardest part is yet to come – deciding what to bring with you and what to leave behind.
Those who give shall receive tax deductions. There are a few different ways of donating to charity and receiving a benefit, even if you do not itemize your deductions. In this article, we will discuss how this is possible.
Open enrollment for employee benefits is happening right now at most companies. Before tossing aside the large package of materials, take the time to understand and choose your employee benefits wisely. Many employers offer nice benefits that can save money and help protect your future. However, understanding all those options can be very confusing!
Ever wonder if you could retire at an early age? Or with a specific annual income or lifestyle? Or quite simply, if you could retire at all? Many of our clients have had these same questions that you might be asking yourself.
With rising tuition rates around the country, more and more parents are looking at student loans to help pay for their child’s college. Through our Student Loan Series, we aim to educate you about the types of loans available, the repayment plans out there and ultimately the best strategies to pay them off.
You probably have check-ups with your doctor and dentist annually. You also probably have your car looked at on a regular basis. Your finances are just as important as being in good health and having a safe car to drive. As you move through the different phases of your life, the occasional check-up with your financial planner can go a long way in making sure you stay on track to meet your goals.
There are many different aspects of financial planning, from retirement planning, to employee benefits, to ensuring your estate and assets are properly protected. It’s a lot to manage all on your own. In this post, we’ll talk about the value of having a financial advisor to consult, and the criteria you can use to ensure you are choosing the best person (or people) for the job.