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.
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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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March 1, 2021 Life expectancy tables will be updated by the IRS for the first time since 2002. If you are at "RMD" age, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Read more »
Required Minimum Distribution Income Planning IRA IRS Retirement Plan Retirement Planning RMD |
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February 15, 2021 If a windfall has come your way, or you anticipate inheriting money or selling your company, be sure to speak to a financial professional early on.
A financial professional can offer a holistic support network, with connections that can help you build a team of trusted experts. Read more »
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February 1, 2021 Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.
April 15, 2021 is the deadline for making prior year annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts. Read more »
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January 15, 2021 How your investment strategy is like a long-term partnership.
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments where one or both partners look around and go, “Is this as good as it gets?” Read more »
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