16.11.2023
Author: Kirsten Roeber, CFP
09.11.2022
2022 Tax Planning
2022 Considerations SECURE Act: You may know that, as part of a larger government package signed into law in December 2019, Congress included provisions that could make saving for retirement more accessible. Key takeaways include: Required minimum distributions (RMD) now begin at age 72. If you...
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18.11.2021
15.04.2020
DON’T CLICK – IT’S A TRICK!
As the public’s demand for information about the pandemic remains high, cyber criminals are seeking to take advantage. We are captive audiences at home and emotions, such as fear, make us more vulnerable. More and more scams are being run through texts and calls. Stay...
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03.12.2019
Year-End Financial Planning & Deadlines
December 1st is a great time to review important year-end deadlines and strategies that may benefit you. We have tried to limit the list to the items that may be of interest to most people. We recommend discussing specific strategies with us and consulting your...
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23.10.2019
Exceptional Charities rated by Charity Navigator
The exceptional charities on this list execute their missions in a fiscally responsible way while adhering to good governance and other best practices that minimize the chance of unethical activities. Each has earned perfect scores for its Financial Health and its Accountability & Transparency. Those two scores then...
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