by Joyce Streithorst | Jul 26, 2023 | Families, Financial Planning, In The News, Seniors, Women
How You Can Avoid Falling Victim to Con Artists Danger lurks everywhere on the internet. Whether it’s accidentally clicking on a corrupt link that installs a virus onto your computer, or discovering that your email has been hacked and is sending out unauthorized...
by Joyce Streithorst | Jun 29, 2023 | College, Tax
NEW OPTION STARTS IN 2024 College can be expensive, and you have planned ahead! You have saved into 529 plans (education savings plans) and now that all your higher-education bills have been paid, you still have funds in the 529 plan. What are some strategies to...
by Joyce Streithorst | Jun 28, 2023 | Couples, Families, Financial Planning, Seniors, Women
FINANCIAL KNOWLEDGE IS PUT TO THE TEST ON TV GAME SHOW Jeopardy!, a show that bills itself as “America’s Favorite Quiz Show,” tests the knowledge of contestants on a wide range of topics by offering up a descriptive answer and seeking the “question” as a response....
by Joyce Streithorst | May 31, 2023 | Couples, Families, Financial Planning
HOW TO SAFELY AVOID PAYING UNNECESSARY COSTS There are lots of reasons you might rent a car, but the process of actually getting the vehicle can be more complicated than you realize when you are booking the reservation. Whether you’re flying to Florida with your...
by Joyce Streithorst | Apr 26, 2023 | Retirement, Seniors, Tax
WHAT YOU NEED TO KNOW ABOUT REQUIRED MINIMUM DISTRIBUTIONS (RMDs) When do I have to start taking required minimum distributions (RMDs) from my retirement account? You would think this is an easy question to answer, but as new rules go into effect, the age keeps...
