Considerations for End of Year Tax Planning

As the year winds down, it is always a good idea to review your tax situation to determine if there are ways to reduce your tax liability or take advantage of financial planning opportunities that may exist. Here are several items that may warrant consideration prior to the end of the year.

Charitable Gifting, General Financial Plan..., Personal Financial Pla..., TaxDave Trettel, CFP®November 13, 2024401k, Charitable Gifting, General Financial Planning, investing, investment planning, Roth IRA, tax planning

When it Comes to Life Insurance - Know Your Options

The idea is simple—get enough life insurance to protect your family from the potentially devastating impact of an unexpected death. While the concept is straight-forward, as with many components of financial planning, deciding on the appropriate type and coverage level of life insurance is not quite that easy.

Cash Flow and Budgeting, General Financial Plan..., Insurance, Personal FinanceChip Hymiller, AIF®, CFP®May 4, 2021financial planning, General Financial Planning, life insurance, Personal Finance

Spring Cleaning Your Financial Files

As the days get warmer, many people are spring cleaning their homes, including all their old filing cabinets. Our clients often ask how long they need to hold on to all their old paperwork. Let’s examine the best practices for shredding your documents.