Life Changes and Your Taxes

Life Changes and Your Taxes

By Matt Starkey Have you experienced any life changes in the last year?  If so, those changes may affect your tax planning. In fact, there’s hardly an aspect of your financial situation—savings, education, real estate, investments, retirement funding, or estate...

Life Insurance – Why and When You Need It

By Jamie Bosse If you think about it, we insure a lot of things in our lives without giving it a second thought – our homes, cars, jewelry, and bicycles – our STUFF.  When it comes to insuring our biggest asset, OURSELVES and our ability to generate income, many...
Divorce and Your Finances

Divorce and Your Finances

By Joni Lindquist Unfortunately, almost 50 percent of marriages end in divorce. And despite some similar themes that run through each one, every single divorce is unique in its own way. Over the years, our firm has seen many couples struggle mightily with divorce, so...
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