Insights

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

Are you thinking about your retirement and how this election will impact you, your family and your wealth? If you have questions about the market and how to manage through 2020 and 2021, Debra Taylor has the key facts you need to know before making decisions.

One of the biggest risks facing any retirement income plan is sequence of returns. When you retire, you go from accumulation (saving for retirement needs) to decumulation (withdrawing from savings to meet retirement spending needs). If you experience a down market early in the decumulation …

Although we cannot be certain as to what will happen on November 3rd, we know that with every election there is a chance for major policy changes. Specifically, Biden’s tax proposal includes plans for a massive rehaul of the tax code and higher taxes for many. It is crucial to begin plannin …

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

Are you worried about your financial future? Are you thinking about your retirement and how this volatile economy will impact you and your family? If you, your friends and family are overwhelmed by the current state of the market and economy, Debra Taylor has the key facts you need to know …

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

As you may know, The CARES Act (Coronavirus Aid, Relief and Economic Security Act) was signed into law on Friday March 27, 2020. The Act provides $2.2T of economic relief to individuals and businesses all across the United States. Although there are many provisions within the 883-page Act, …

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped in as an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individua …

We hope you and your family have been holding up well during this time of uncertainty. When the market is down, it’s normal to feel anxious about your 401(k) or other investments. We invest your money and help build financial plans with a long-term outlook but even so, we understand that it …