Tax Issues

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don't have to be reactive. You can begin by asking these 10 questions:

2020 Candidate Tax Policy Proposals

Tax policy will be a critical point of differentiation in the 2020 presidential race. Here are the key tax law changes each candidate is suggesting.

My Farm & Ranch - Transitioning and Retirement Planning

Are you a farmer, rancher, or even a business owner? Have you thought about how you're going to transition into retirement? Don't miss this week's episode! If you haven’t thought about your own legacy, here are some important things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

Tax Deadlines & Other Money Matters

Here are some common Q&A about the updated tax deadline and other money matters. If you have any questions, give us a call – we’re here to help.

COVID 19 Q&A

We were honored to have CPA Brian T. Kofford join us as our special guest this week on our Life Planning 101 podcast to discuss some common Q&A of the COVID-19 environment.

Coronavirus, Children & Charities

Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.

A Down Market Opportunity

The past couple of weeks have been treacherous for the markets. The market often climbs a wall of worry. What opportunities should you be looking at?

Election Year: Countless Candidates but One Forecast

If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin changing in 2021. Also...our in-house CFA Aaron Kennedy joins us to discuss the volatility in the market.

The 5 Biggest Risks in 2020

What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Will Tax Reform End Early?

Tax Reform is a once-in-a-generation opportunity. This is your generation. This is your opportunity. Own it. Start planning right now before it’s too late.

Are You Getting Cash Out of Your Business?

A lot of business owners believe that being stuck between a rock and hard place regarding cash flow is an expected, necessary evil to building a business. And truth be told—sometimes it is. But not always. If you have a successful business, you need to get help.