by Jen Hildebrand | Dec 4, 2017 | Financial Planning
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 Jamie Bosse | Oct 12, 2017 | Financial Planning, Insurance
By Jamie Bosse Whether you are working, retired, or somewhere in between, this is the time of year to evaluate your health care options for next year. Many employers do their company sign-ups in the fall and there are several deadlines to be aware of if you are on...
by Joni Lindquist | Sep 7, 2016 | Financial Planning
By Joni Lindquist The IRS recently acted upon feedback from taxpayers seeking an easier way to pay tax at grant. This method requires a Section 83(b) filing. To make an 83(b) election on restricted stock, the individual must notify the local IRS office within 30...
