Blog

thanksGIVING This month we continue our discussion on year-end tax planning. With Thanksgiving coming up, we thought we’d dive into giving a little bit more. 

Qualified Charitable Distributions Nobody likes paying taxes. At least I haven’t met anyone who does. There is a rule that the IRS has in place

Old 401(k) Plans This month we are going to focus on old 401(k) plans. There’s a good chance that you have changed jobs at some

Umbrella Insurance Our focus this month is on a specific type of personal liability coverage, umbrella insurance. I’ve found that similar to our topic last

Updating Beneficiaries This month, take some time to make sure your beneficiary information is correct. This includes your 401(k), any IRAs, and both group and