Proposed Tax Reform Legislation

Proposed Tax Reform Legislation

On November 2, 2017, House Republicans released their comprehensive tax reform plan, the Tax Cuts and Jobs Act. Then, on November 9, 2017, Senate … Read more…

The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the… Read More »

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Medicare & July 2017 Newsletter

Join us for a good conversation around Medicare with our guest Karen Nelson, a knowledgeable resource in this complex subject.  Karen is a licensed insurance producer, with over five years of experience focused on Medicare products.  With health care becoming an ever increasing expense in retirement, this is a topic… Read More »

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Tax Deferred Annuities: Are They Right for You?

Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone.

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Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

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2016 Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2016 tax year.

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Indexed Annuities

An indexed annuity (IA) is a contract between you and an insurance company. You pay premiums in a lump sum or periodically, and the issuer promises* to pay you some amount in the future. The IA issuer also provides a minimum guaranteed* interest rate on your premiums paid.

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Retirement Plans for Small Businesses

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to include certain employees in the plan, and to give a portion of the contributions you make… Read More »

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Medicare

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare that you should know.

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Why I Don’t Want to Buy Life Insurance

If you’re like most people, it’s not that you don’t appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn’t mind owning additional life insurance. It’s just that you don’t want to buy it.

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The Power of Dividends in a Portfolio

It wasn’t so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users–a throwback to an earlier era, irrelevant to the real action. 

Read more…

Proposed Tax Reform Legislation

On November 2, 2017, House Republicans released their comprehensive tax reform plan, the Tax Cuts and Jobs Act. Then, on November 9, 2017, Senate … Read more…

The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it's helpful to look for tax-advantaged strategies when building a … Read more…

Medicare & July 2017 Newsletter

Join us for a good conversation around Medicare with our guest Karen Nelson, a knowledgeable resource in this complex subject.  Karen is a … Read more…

Tax Deferred Annuities: Are They Right for You?

Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone. … Read more…

Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be … Read more…

2016 Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still … Read more…

Indexed Annuities

An indexed annuity (IA) is a contract between you and an insurance company. You pay premiums in a lump sum or periodically, and the issuer promises* … Read more…

Retirement Plans for Small Businesses

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed a … Read more…

Medicare

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people … Read more…

Why I Don’t Want to Buy Life Insurance

If you're like most people, it's not that you don't appreciate the value of life insurance. In fact, many people believe they need more … Read more…

The Power of Dividends in a Portfolio

It wasn't so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 … Read more…