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...
by Joyce Streithorst | Oct 17, 2024 | Financial Planning, Seniors
What You Need to Know A key aspect of financial planning is ensuring that you and your family have adequate insurance coverage, and this includes when it comes to health insurance. Each year there is a period of open enrollment that allows you to sign up for new...
by Joyce Streithorst | Sep 17, 2024 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors
End-of-life planning is one of the most important things we can do for our family so that they will be financially protected and supported in our absence, yet even the thought of approaching this task can feel daunting. When we hear the terms “end-of-life planning” or...
