by Joyce Streithorst | Nov 21, 2024 | Couples, Families, Financial Planning, Seniors, Tax
PREPARING FOR THIS YEAR’S TAXES As the end of 2024 quickly approaches and we prepare to usher in a new year, it’s a reminder that tax time is just around the corner. Now is the perfect time to review your finances to see if you may benefit from some strategic...
by Joyce Streithorst | Oct 17, 2024 | Financial Planning, Seniors
What You Need to Know A key aspect of financial planning is ensuring that you and your family have adequate insurance coverage, and this includes when it comes to health insurance. Each year there is a period of open enrollment that allows you to sign up for new...
by Joyce Streithorst | Sep 17, 2024 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors
End-of-life planning is one of the most important things we can do for our family so that they will be financially protected and supported in our absence, yet even the thought of approaching this task can feel daunting. When we hear the terms “end-of-life planning” or...
by Joyce Streithorst | Sep 17, 2024 | College, Families, Financial Planning, In The News
WHAT YOU NEED TO KNOW The Free Application for Federal Student Aid (FAFSA) is an online application that every parent of a current or prospective college student must be aware of. High school seniors preparing to enter college and currently enrolled college students...
by Joyce Streithorst | Jun 26, 2024 | Couples, End of Life Planning, Estate Planning, Financial Planning
When a couple has an established relationship, it’s not unusual to find that certain routines fall into place. One partner may walk the dog and the other may like to do the cooking. One partner may prefer grocery shopping while the other handles the laundry. The same...
