Ways to Serve Your Community during COVID

Reading Time: 2 minutes The COVID pandemic has affected everyone across the nation, from the largest cities to the smallest towns.[1] People are struggling with employment, schooling, and even the ability to buy essentials. In times like these helping your community...

Protecting Yourself from Tax Identity Theft

Reading Time: 2 minutes Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the...

Retirement Planning: To Roth or Not to Roth?

Reading Time: 4 minutes When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even if you...

Are you accounting for capital gains in your return?

Reading Time: 2 minutes An issue that is overlooked by many people is the tax piece of a portfolio. Very few advisors will discuss an after-tax return because they will have to account for the inefficiencies that we see impact many client’s portfolios. What are the...

Creating an Income Plan While in Retirement

Reading Time: 3 minutes Taking money out of retirement without a plan is a recipe for trouble You‘ve saved for years. Now that you are retired, did you create an income plan from your savings? The financial industry and media constantly talk about the need to save for...