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Key Estate Planning Documents You Need to Know

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…
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Life Insurance at Various Life Stages

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…
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SBA Benefits In Response to COVID-19

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…
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Our Office and Social Distancing Policies

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…
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Coronavirus Update from Bill Simonet

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.…
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Filing Status Considerations: Divorce

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…
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Updating Your Tax Withholdings

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…
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IRA and Retirement Plan Limits for 2020

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…
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