Blogs

What is Legacy Planning?

May 13, 2022

What is Legacy Planning? Provided by Kim Dyer When you’re gone, what will you leave behind? Beyond money, or your “estate,” what about your values? What cherished memories, family stories, life lessons, or words of wisdom will you leave behind? These are your “emotional assets.” In my own life, these are my most prized possessions,…

Guarding Against Four Common Money Biases

April 22, 2022

Guarding Against Four Common Money Biases Provided by Pam Prine Our attitudes about investing, saving, spending and financial matters are shaped by a variety of influences, both early and later in life. These attitudes can foster some very good habits, ones that may promote smart financial choices, early investment, and the accumulation of assets. The…

What To Do When You Receive IRS Form 5498

April 8, 2022

What To Do When You Receive IRS Form 5498 Is this included in your tax filing or not? Provided by Kim Dyer When you save for retirement with an individual retirement arrangement, you probably receive a Form 5498 each year. The institution that manages your IRA must report all contributions you make to the account…

How to Monitor and Improve Your Credit Score

March 28, 2022

How to Monitor and Improve Your Credit Score March is National Credit Information Month Provided by Pam Prine March is National Credit Education Month which means there is no better time to educate yourself and others on the importance of understanding the ins and outs of your credit score. Did you know that one in…

2022 Tax Guide

March 11, 2022

How to Prepare for Tax Season Presented by Kim Dyer Understand Where Your Federal Tax Dollars Go In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes…

College Funding Options

February 25, 2022

You can plan to meet the costs through a variety of methods. Provided by Pam Prine How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these…

Countdown to College

February 11, 2022

Things to consider as a parent of a future college student. Provided by Kim Dyer As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be…

An Estate Planning Checklist

January 3, 2022

Provided by Kim Dyer Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more than a “will-in-a-box,” but may prove…

The Major Retirement Planning Mistakes

January 3, 2022

Provided by Pam Prine Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.    Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance or…

Holiday Wrap Up 2021

December 17, 2021

Provided by Pam Prine The year in brief. 2021 has been a year of economic and business recovery – a recovery tempered by the delta variant of the coronavirus, but a rebound nonetheless.  Stateside economic indicators were largely up this year, some strikingly so. As more industries opened up fully in the first half of…