by Joyce Streithorst | Nov 12, 2020 | In The News, Tax
Highlights of Some of the Proposals As President-elect Joe Biden prepares to take office, let’s take a look at some of the proposed tax law changes he has suggested and how, if they were to pass, they might affect your financial decisions. It’s important to remember...
by Joyce Streithorst | Nov 5, 2020 | Philanthropy, Tax
New Provisions Under the Coronavirus Aid, Relief and Economic Security (CARES) Act As the holiday season approaches, you might be looking toward making a donation to a charitable organization. For many people, supporting a favorite cause is as much a part of annual...
by Joyce Streithorst | Nov 2, 2020 | Couples, Financial Planning, Seniors, Women
Lessons Learned from the Coronavirus Pandemic When COVID-19 began impacting the United States during early 2020, many Americans were left feeling blindsided. Businesses suddenly closed, kids were unable to go to school, and people from all walks of life became...
by Joyce Streithorst | Oct 30, 2020 | College, In The News, Tax
How to Avoid Penalties if You Received a Refund from Your Student’s College As a result of the COVID-19 pandemic, schools everywhere needed to adapt to how they were able to provide an education to their students. During the spring of 2020, many colleges had no...
by Joyce Streithorst | Oct 9, 2020 | Estate Planning, Families, Financial Planning, Philanthropy, Seniors
Break the Taboo and Help Your Family to Succeed Have you talked about your financial values with your future heirs? Have you shared some specifics about your portfolio with your adult children? Have you had an open discussion about any of the details of your finances...
