Our office will be closed beginning this Friday, July 3rd through next Friday, July 10th.  If you require any investment account needs, changes, or trades- please contact us via email…

As we are now approaching the official tax return deadline within the next two weeks, we wanted to share some pertinent information regarding income tax planning.  You don’t want to pay…

Have you ever thought that you’re paying too much income tax? You may be, if you’re not claiming all of the tax credits for which you are eligible when you…

What are budget goals?Think of your budget goals as your financial wish list and your spending plan as a way to make those wishes a reality. Without clear budget goals,…

Expectation vs Experience- My reflection on recent Events To say the events of the last few months have been challenging would be an understatement. The lives of so many Americans…

You may have lost your job already, or it’s something you’re concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of…

There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney2. Advance medical directives3. Will4. Letter of instruction5. Living trustThe…

Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility…

On March 25, 2020, Congress passed the $2 trillion bill named the Coronavirus Aid, Relief, and Economic Security Act. It was signed into law 2 days later. The CARES act…

In response to the recent downturn in small business operations, the U.S. Small Business Administration is offering program benefits to qualified employers. On Tuesday, March 31 3-4PM CST, Bill Simonet will be…

Effective tomorrow, Thursday March 25th, our office will move to working remotely for the next two weeks or until further notice, in order to be compliant with our community’s social distancing policies. While…

In volatile and stressful times like these, it’s always important to have perspective. Since the turn of the millennium, the market’s negative response to health crises has been relatively short-lived.…

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money…

What are filing status considerations?If you’re separated, considering a divorce, or are already divorced, you should be aware of the income tax ramifications of your divorce-related financial decisions. An important…

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means…

If you or your spouse currently have multiple Individual Retirement Accounts open, please contact us to consider consolidating those accounts. Having multiple IRAs open can result in excessive management costs…

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in…

Hey Clients!Today we wanted to share something with you that can result in finding some unclaimed money or property that may rightfully belong to you, without you knowing. This quick…

During the holiday season, like many people, you’re probably finding that in the process of spreading good cheer you’ve spent too much money. Along with needing to trim a few…

If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by an assortment of presents, then the countdown…