The Biden Administration’s Tax Proposals – Impacts to Consider

By |2021-04-29T11:31:23-05:00April 29th, 2021|News|

The Biden Administration’s Tax Rate Proposals – Impacts to Consider (2 min. read) Naturally there is a great deal of speculation on the current capital gains tax increase proposal. Headlines in the news center on President Biden’s proposal to raise the U.S. capital gains tax rate for Americans earning $1 million per year or

Raising Money-Smart Kids

By |2021-04-22T12:04:40-05:00April 22nd, 2021|News|

Raising Money-Smart Kids (2 minute read) To say that “times have changed” since boomers were children is a vast understatement. Now, twelve-year olds are using debit cards and apps to track their allowance, pay for things, and auto-deducting from their accounts. Even churches take cash-less, check-less offerings. And the impatient stares given at the

Estate Planning – A Primer on Moving Forward

By |2021-04-29T11:07:13-05:00April 16th, 2021|News|

Estate Planning – A Primer on Moving Forward (3 minute read) by Matt Niedeberbaumer, Partner & Senior Wealth Advisor Often, a client will begin with the common question, “Do I need a trust?” And, of course without knowing all the information, professionals (myself included) can’t simply determine the answer with a “yes” or “no”.

Planning Next Steps for SC Johnson Employees

By |2021-04-29T11:08:07-05:00March 23rd, 2021|News|

Planning Next Steps for SC Johnson Employees (3 minute read) What is currently happening? We understand this is an important time in your life. As a fiduciary financial advisor, we are ready to help you avoid costly mistakes and make a successful financial plan. When you are contemplating retirement, it is incredibly important to

“This Time, It’s Different.”

By |2021-03-18T13:18:20-05:00March 18th, 2021|News|

“This Time, It’s Different.”  (< 1 minute read) Those are the four most dangerous words in investing, according to Sir John Templeton. He could have meant a few different things by that. Possibly, referring to the human tendency to think we won’t make the same mistake twice. Or thinking the stock market will behave

$1.9 Trillion in 19 Sentences

By |2021-04-29T11:08:15-05:00March 12th, 2021|News|

$1.9 Trillion in 19 sentences A quick reference for the American Rescue Plan (ARP): 1. ALL dependents are eligible for the $1,400 stimulus payments with phase out ranges capping out at $80,000 for individuals and $160,000. 2. Some individual will receive their stimulus payments by next week, but there are several factors that determine

Planning Next Steps for P&G Employees

By |2021-03-09T12:51:20-06:00March 8th, 2021|News|

Planning Next Steps for P&G Employees What is currently happening? We understand this is an important time in your life. Working with a trusted financial planner helps you avoid costly mistakes and develop a successful financial plan. Whether you are thinking about retirement or are newly-eligible employee looking at all of the options P&G

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