Who do you talk with about financial planning, and what do those titles mean?

Your financial planning needs may include, but not be limited to: Investments such as Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Variable Annuities, or Fixed Indexed Annuities. You may need to consider retirement plans, 401 (k) Planning, 403 (b) Planning, College Plans, Estate Plans, Money Management, or Profit Sharing Plans. … Continue reading Who do you talk with about financial planning, and what do those titles mean?

Five things you need for this year’s tax prep

There are folks who don't file for several years. This is discouraged. (But we help.)  There are the people who bring everything and anything numbers in boxes, unsorted, unorganized and in a complete disarray.  (But we help.) Then, there are those who fail to mention something important like the birth of a child, a different spouse, … Continue reading Five things you need for this year’s tax prep