by Joyce Streithorst | Dec 27, 2023 | Financial Planning, Retirement, Seniors, Social Security
WHAT YOU NEED TO KNOW As you get closer to your 65th birthday, you might be planning the next chapter of your life. Will you be retiring soon? Downsizing? Traveling? Are you eager to spend more time with family or pursue new interests? Whatever the next years may look...
by Joyce Streithorst | Nov 22, 2023 | Financial Planning, In The News, Retirement, Seniors, Social Security
WHAT YOU NEED TO KNOW If you are one of the 65 million people on Medicare, December 7th is a date you need to be aware of. Each year, beginning mid-October and running through the first week of December, there is a Medicare Open Enrollment period during which you can...
by Joyce Streithorst | Oct 31, 2023 | College, Families, Financial Planning, Newsletter
WHAT YOU NEED TO KNOW The Free Application for Federal Student Aid (FAFSA) is an online application that every parent of a current or prospective college student must be aware of. High school seniors preparing to enter college and currently enrolled college students...
by Joyce Streithorst | Sep 27, 2023 | Couples, Families, Women
Preparing for Parenthood Congratulations! You’re expecting! From the moment you announce your big news, you’ll likely get lots of advice from well-intentioned friends and family. They’ll offer tips on everything from dealing with sleepless nights and diaper-duty to...
by Joyce Streithorst | Sep 27, 2023 | In The News, Tax
New Rule Will Now Go Into Effect in 2026 Saving for retirement is an important part of a healthy financial plan. Whether you have an individual retirement account or an employer-sponsored plan, the Internal Revenue Service (IRS) has incentives to help you make the...
