by Lauren Hinds | Sep 13, 2017 | Financial Planning, Life Planning
By Patrick Amey Turning 30 means different things to different people. I have heard some say it’s the quickest decade of your life, mostly due to all of the changes that happen. People move, get married, start and grow families, buy homes, change careers etc. Below...
by Lauren Hinds | Aug 30, 2017 | Financial Planning
By Patrick Amey It can be a little boring and may require a tax accountant, but I have found that a tax projection in the fall can very beneficial. At this point in the year, you have received more than half your income, and withheld or made more than half of your...
by Jamie Bosse | Jun 14, 2017 | Estate Planning, Financial Planning
By Jamie Bosse When we experience a major life change – getting married, having children, etc., often the first thing on our minds is not our will. However, it should be an important consideration if you want the final say of where your assets go once you die. If you...
by Lauren Hinds | Apr 26, 2017 | Financial Planning, Life Planning
By Patrick Amey Most of us go to see professionals when we’re in trouble or during times of crisis. If you think about it, we go to the doctor when we’re sick. We see a lawyer when we have a pending legal issue, and we seek out a therapist when we’re feeling...
by Joni Lindquist | Oct 26, 2016 | Financial Planning, Investments
By Joni Lindquist For years, the rules allowing for a tax-free Qualified Charitable Distributions (QCD) directly from an IRA to a charity has been part of Congress’s year-end tax extenders. This created a scramble for people who wanted to use the QCD but did not know...
