by Joyce Streithorst | Jul 24, 2019 | College, Estate Planning, Families, Women
What forms do you need for permission to assist your adult child? Your “baby” is turning 18. Such a milestone! He/she is now considered an adult and with that comes many new responsibilities. As parents, we want to continue to be there for our children as they strike...
by Joyce Streithorst | Jun 5, 2019 | Financial Planning, Retirement, Women
How is preparing for retirement different for women? Retirement Planning Challenges Only Women Face Women must approach retirement planning differently than men. While there are always exceptions to the rule, statistics show that women both live longer and make less...
by Joyce Streithorst | Mar 18, 2019 | In The News, Tax, Women
Will you be paying more? Breaking up is hard to do. Many times, when a marriage comes to an end and divorce proceedings begin, the business of dividing a couple’s finances can be frustrating even in the most amicable situations. As a result of the Tax Cuts and Jobs...
by Joyce Streithorst | Mar 12, 2019 | Philanthropy, Retirement, Seniors, Tax
How You Can Benefit from Donating to Charitable Organizations For individuals 70 ½ or older, Qualified Charitable Distributions (QCD) can be an excellent way to donate to qualified organizations which may be close to the heart, while also enjoying the financial...
by Joyce Streithorst | Mar 9, 2019 | Tax
New Tax Law Updates As you are compiling and preparing your 2018 tax returns, you can now see more of the impact of the new tax law. Different Look We immediately notice that many of the tax forms look different. The regular Form 1040 formerly consisted of 2 pages....
