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....
by Joyce Streithorst | Feb 16, 2019 | Financial Planning
Prepare Today for Tomorrow’s Unexpected Events The recent United States Government shutdown provided us with a new reminder of the importance of maintaining an emergency fund. An estimated 380,000 federal workers were furloughed and an additional 420,000 were...
by Joyce Streithorst | Nov 9, 2018 | Retirement, Social Security
Will There Be Enough Left for Me? According to the Social Security Administration, “A man reaching age 65 today can expect to live, on average, until age 84.3. A woman turning age 65 today can expect to live, on average, until age 86.7.” Factoring in...
by Joyce Streithorst | Sep 12, 2018 | College, Financial Planning, Tax
Tax Saving Strategies Available Even for College Seniors It seems like it was just yesterday that you were watching your little one start kindergarten, full of dreams and excitement. Back then you thought you had all the time in the world before talks of college...
