by Joyce Streithorst | Dec 31, 2019 | In The News, Retirement, Tax
SECURE Act & Tax Extenders Passed The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was signed into law on December 20th. It previously passed the U.S. House of Representatives in July 2019 and then the Senate on December 19th. It...
by Joyce Streithorst | Dec 23, 2019 | Families, Philanthropy, Seniors
Pass Your Values to Your Grandchildren Money can be used in limitless ways. Funding retirement, investing in businesses, traveling, purchasing real estate and giving the family members who come after you a head start in life are endeavors on which many people choose...
by Joyce Streithorst | Oct 25, 2019 | Seniors, Women
How You Can Protect Yourself Con artists and scammers alike pose a very real threat to your financial security. With access to the internet and a few keystrokes, it’s possible for almost anyone to learn at least some basic details about complete strangers. If they can...
by Joyce Streithorst | Sep 26, 2019 | Couples, Financial Planning, Seniors, Women
All CFPs® are Not the Same According to the U.S. Bureau of Labor Statistics, in 2018 there were approximately 270,000 Personal Financial Advisors in the United States. With so many people referring to themselves as financial professionals, what distinguishes one from...
by Joyce Streithorst | Sep 24, 2019 | College, Financial Planning
What You Need to Know The FAFSA (Free Application for Federal Student Aid) is one of the most commonly misunderstood forms involved in the college financing process, but one of the most important ones to address in a timely manner. During October, with many high...
