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What I Learned On The Road To The House on the Lake

Category: Financial Planning » Behavioral Finance
By Jerry Foster
04/08/2024

In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?

Are Those Happy Tears?

Category: Financial Planning » Taxes » AGI
By Ethan Gascho
07/28/2021

Tears, bottles, diaper changes, onesies, little fingers, and strange sleep schedules – as many of you know, these are just a few of the things to expect when you bring home your newborn from the hospital. And here’s something else to expect: new tax credits! While I know good parents don’t have kids to lower their tax bill, it’s nice of the US Government to extend a bit of kindness to those taking on the heartache – and joy! – of becoming parents.

Thanks a Million

Category: Financial Planning » Cashflow » Additional Resources
By Ethan Gascho
10/28/2021

We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you. 

The IRS Punted on 2023

Category: Financial Planning
By Ethan Gascho
10/13/2023

The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.