How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

Three Financial Basics To Practice in 2021

The year 2020 was many things to different people, but one universal feeling is that it didn’t go how anyone had planned.Even though we’ve already had a rocky start to 2021, this year brings the hope that the world will go back to something resembling normal as more people are vaccinated.

5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so …

17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

How to Practice Gratitude, Even After a Difficult Year

When the lockdowns caused by the COVID-19 pandemic began, time seemed to stand still. Yet here we are at the beginning of the holiday season. So many people have lost their jobs, been forced to work at home, and felt isolated. Children have tried to home school, go back to school, divide be …

Estate Planning for the Family Farm and Your Legacy

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 …

How a Parable Helped Me Better Guide My Clients

How different are you from your best friend? How about your sibling? Coworker? People are unique, that’s what makes the world fun. People have different life journeys, different likes, different laughs.

How the Results of the Election Could Impact the Markets and Your Financial Plan

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

3 Price Tags Commonly Over-looked in the Cost of RV Living

A lot of people are working virtually, their kids are attending school virtually, everything seems to be going virtual. If our world is becoming more and more virtual, why not use this opportunity to travel?

How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

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 …

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