Posts Tagged ‘#FinancialServices’
Financial Personality
Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…
Read MoreFirst Friday Focus: Diving Into Social Security
First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan. …
Read MoreEstate Planning Spotlight – Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…
Read MoreThe New Role of a CPA
The New Role of a CPA: For many years, a CPA’s role was mainly just the tax and accounting that most people are familiar with, but fast forward to today…
Read MoreApril Power Hour -Take Charge of Your Taxes
Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…
Read MoreImportant Memo – FDIC Bankers Lack Confidence in the FDIC
The FDIC is what insures your bank deposits and knowing something is FDIC insured, often gives people a sense of comfort or security. However, Wall Street Silver on Twitter recently…
Read MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreTax Talk – The Secure Act 2.0
Tax Talk – The Secure Act 2.0 The SECURE ACT 2.0 The Omnibus Appropriations package, which included the SECURE ACT 2.0 among other provisions, was signed on December 23. While…
Read MoreJim Kackley’s DREAM Story
DREAM Story – Jim Kackley, Instigator and Chief of BaseCamp USA BaseCamp USA is a unique life skills program designed for young men who choose to live courageously. For Jim, BaseCamp…
Read MoreEnd 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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