Featured Blogs
December Market Update – Tax Harvesting
December Market Update – Tax Harvesting This is the last market update of 2022. I can’t believe how time has flown. However, it’s been quite a rocky ride that…
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End of Year Planning and Gifting
End of Year Planning and Gifting: Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is…
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Tax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free: Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from…
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November Market Update
November Market Update: Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market…
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Are You Protected If You Need Long Term Care?
Are You Protected If You Need Long Term Care? Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary…
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Work With a Trusted Advisor!
Work With a Trusted Advisor! Is there value in working with professionals? So many of us like to DIY things these days. There’s so many resources online, YouTube blogs, practitioner…
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The Health Insurance Tax Penalty or Refund?
The Health Insurance Tax, Penalty or Refund? The Hidden Health Insurance Tax A phrase you’re probably familiar with hearing a lot this time of year is Trick or treat. You…
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Market Update – Returns vs Results
Market Update – Returns vs Results: Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little…
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