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Tax Planning: Year End Preparations

2019-10-25T10:13:51-05:00October 25, 2019|Categories: Resource Center|Tags: , |

Tax Planning: Year End Preparations

The Tax Cuts and Jobs Act of 2017 continues to provide Americans with opportunities and challenges as they prepare to file their taxes. As we prepare to head into tax season once again, we feel that a review of deductions, tax brackets and exemptions may be in order. Grab a copy of our updated 2020 Tax Planning piece here. http://bit.ly/2p025CF

FSA vs. HSA

2019-02-14T09:55:14-06:00February 14, 2019|Categories: Resource Center|Tags: , |

Health Savings Account vs. Flexible Spending Account

A Health Savings Account (HSA) or a Flexible Spending Account (FSA). Which one should you choose? With several key differences between them, it literally pays to get this decision right. Grab a copy of our new guide to learn more about the important nuances between these two accounts. http://bit.ly/HSAorFSA

CollegeWise Webinar – Harvard, Stanford or Bust

2018-10-10T13:39:15-05:00October 10, 2018|Categories: Resource Center|Tags: , |

Harvard, Stanford or Bust – a Webinar

Just what does it take to get into the top colleges and universities in the country? How do you identify the school that’s the best fit for your student? On October 24th, join us for a webinar with CollegeWise, the nation’s largest college counseling organization. We’ll debunk college admission myths and show you what the college admissions process looks like from the inside. We’ll also give you an overview of college savings options and how you can begin to financially prepare for your student’s amazing college adventure. Register here: http://bit.ly/2zU5AgA

Choosing a Financial Advisor: What to Know Before You Invest

2018-06-28T10:24:44-05:00June 28, 2018|Categories: Resource Center|Tags: , , , |

Choosing a Financial Advisor:  What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you’ll ever make, and the quality of this advisor’s advice could heavily influence your long-term financial success. Consider these things before making your selection. http://bit.ly/choosing_advisor

Tax-Time Planning

2018-03-13T11:19:21-05:00March 13, 2018|Categories: Resource Center|Tags: |

Tax-Time Planning

While the word “taxes” may not be on the top of everyone’s list of favorites, April 15th will be here before we know it. With some forward-looking preparations, managing your taxes doesn’t have to be such a drag. Finish off your 2017 return and strategize for 2018 with our latest presentation, Tax Time Planning.

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