When preparing for your tax return this year, please don’t forget that the deadline to make HSA (Health Savings Account) and IRA (both Traditional and Roth) contributions for 2017 is April 15, 2018. HSA Contributions Any individual who has participated in a Qualified...
By Jen Hildebrand This time of year is about the joy of giving. Gifts can take many forms – usually they are a combination of your time, talent and treasure. As financial planners, now is also the time of year we remind our clients to claim a tax deduction for their...
By Jen Hildebrand There have been some significant changes to the FAFSA (Free Application for Federal Student Aid) for the 2017-2018 school year. You can now start filing your FAFSA as of October 1, 2016, which is several months earlier than in past years when you...
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