Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Vaccine for Physician Pocketbooks
Category: Financial Planning
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
What to Do with Your College Expenses Refund Check
Category: Financial Planning
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Four Ways to Connect with Foster Group
How can you stay connected financially during this time?
Clarifying the CARES Act for Businesses
Category: Financial Planning
Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.
CARES Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.