January Newsletter 2022
Welcome to 2022! Read our monthly newsletter here. January Newsletter
December Newsletter 2021
Read our monthly newsletter here! Click the link below December Newsletter
5 Ways to Build A Better Tax Plan
You just finished your taxes, but it\’s not too early to make plans for next year. It\’s important that as you build your plan, you think about some strategies to reduce or defer your taxes now or in the future. Here are some strategies to consider helping your financial plan become more tax-efficient: Tax Harvesting …
Millennials Step Up
In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people is a millennial.1 Many millennials came of age at the turn of the millennium, which means they were aware of the fallout from the 9/11 …
Do You Know What Your Insurance Doesn’t Cover?
Before you experience a loss, it’s worth taking a few moments to review your insurance policies, including homeowners and auto insurance. Generally, insurance policies carry exclusions—restrictions on what is and is not covered. Here are some common insurance exclusions: Homeowners Insurance Flood and earthquake damage are generally excluded from standard homeowners policies. To cover flood …
Bake a New Recipe with Family
Don’t know what to bake this holiday season? Well, lucky for us one of our own team members loves to create new recipes. Here\’s a recipe Audrey has for you to try with your family members! Ingredients Needed: ½ cup white sugar ¾ cup packed dark brown sugar ½ cup salted butter, melted ½ teaspoon …
What Happens If The Debt Ceiling Is Not Raised?
What Happens if the Debt Ceiling is Not Raised? Remember, it’s about paying America’s bills, not borrowing more money The latest mess out of Washington is the fight to increase the federal debt ceiling. If this isn’t resolved, some fear catastrophe for the markets. Relax. Stocks may dip at first, but a market debacle won’t …
Suggestions for Staying Safe Online from the IRS
Suggestions for Staying Safe Online from the IRS Common sense tips to help children, teens and other vulnerable groups The Internal Revenue Service is helping families, teens and senior citizens learn about the continued importance of protecting personal information in helping fight identity theft and tax fraud. The IRS is asking parents, families and …
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Plan Your Finances as You Would Your Exercise
Plan Your Finances as You Would Your Exercise You exercise to benefit from your sweat equity in the future, right? Waking up early in the dark mornings of winter to exercise comes hard. Once your workout ends, though, you often begin the day with the payoff of a tremendous energy boost. Can the same …
1 Critical Mistake to Avoid When You Retire
One Critical Mistake to Avoid When You Retire Let\’s assume you\’re ahead of your peers. You\’ve saved, invested and paid down debts. Maybe you\’ve even met with a financial professional to examine your retirement income options. But if you\’re using traditional strategies, you still might find yourself behind the eight ball in retirement. Preparing for …