Moving on up!
- 05/11/22
OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
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OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)
Please plan to join us for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
[+] Full Article
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
[+] Full Article
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September 1, 2021 Learn about how legislative changes can help you finance your loved one’s education. As a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was passed at the end of 2020 and has changed some of the qualifications for students to receive financial aid.
Read more » 529 Plan College Funding FAFSA Federal Student Aid Act Free Application for Federal Student Aid |
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August 1, 2021 COLA and Social Security. It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.
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July 1, 2021 This month, Kristen Crouthamel, AIF® - Financial Advisor, is celebrating 20 years in the investment advice industry. Read more here about how Kristen got her start in her career, and other fun facts about Kristen! Read more »
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June 1, 2021 A deep dive into workers' expectations in retirement versus actual income sources. Will your retirement dreams match your reality?
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