by Joyce Streithorst | Mar 28, 2025 | Couples, Families, Financial Planning, Newsletter, Retirement, Seniors
Moves You Should Make When Your Children Leave Home The term “empty nest” can bring with it many mixed emotions for parents. Whether a child is heading off to college or they are moving out of the family home and into their first apartment, this is a transition stage...
by Joyce Streithorst | Feb 26, 2025 | Couples, Families, Financial Planning, Newsletter, Women
Finding the Balance So You Can Achieve Your Goals From Your 30s Through Your 60s “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” This quote from the popular 80s movie, Ferris Bueller’s Day Off, is a good reminder to stop...
by Joyce Streithorst | Dec 29, 2024 | Couples, Families, Financial Planning, Seniors, Women
Personal Finance is an ongoing process. This is not a one-time project but instead a continuum that is constantly changing and needs to be reviewed, updated and adjusted. Many things can get you off target and having a process will help to keep it on track. If we...
by Joyce Streithorst | Dec 29, 2024 | Financial Planning, Retirement, Seniors, Tax
WHAT YOU NEED TO KNOW With the introduction of the SECURE 2.0 Act, retirement planning has taken a step forward. Starting in 2025, a new provision known as the “super catch-up” contribution allows individuals aged 60 to 63 to contribute more to their 401(k) accounts,...
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...
