If Taxes Rise In The Future, Are You Prepared?
Much has been written and said about taxes. Nobody likes paying them, but pay them we must. Few people would volunteer to have a detailed discussion about taxes, but here we are, deciding whether to keep reading or just hit delete and hope the next Weekly is of a kinder and gentler nature. In light of the un-exciting nature of …
The Home Improvement Dilemma
There must be something in the air. Maybe it’s just the home improvement stores’ relentless advertising. Or could it be that we’re getting excited for spring to arrive? Whatever it is, quite a few of you are gearing-up for big home improvement projects. But before the roofers start swinging hammers and the bathroom contractors begin ordering cabinets, a number of …
Client Spotlight: Claude and Ramona
Danube River Cruise After spending 40 years serving in the Army (24 in uniform and 16 as a Department of the Army Civilian) Claude and Ramona, who spent 20 years as an escrow officer, were able to travel to Europe and enjoy a seventeen-day Danube River Cruise. Their adventure started in Budapest, Hungary and took them all the way to …
Employee Spotlight: Melissa Ceballos
Melissa Ceballos, Director of Talent and Business Acquisition Melissa has nearly 20 years’ experience in roles involving HR/Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people! In everything she does her focus has always been on developing strong, meaningful, and long-lasting relationships to understand needs and align resources effectively. Melissa was born and raised …
Employee Spotlight: Daniel Allgaier
Daniel Allgaier, Financial Planner Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020. Daniel and his wife, Raina, …
Retirement Elevated Classes
Join Us. Plan for Your Retirement Today. Our two-session course will give you the tools, knowledge and confidence you need to plan a secure retirement. During this course, you will: • Discover how much money you will need to retire • Discuss Social Security claiming strategies • Learn how to avoid the 10 biggest retirement planning mistakes • Review strategies …
Secure Act Passed by Congress
What Steps Can You Take To Protect Yourself and Your Loved Ones? On December 19th, Congress passed a spending bill that includes seismic changes to IRAs and retirement plans. The SECURE Act will reshape how IRAs are handled both during life and after death, creating an enormous tax impact for families who don’t plan ahead. Congress and the President have …
2019 Fall Festival Results
We are so thankful for the support we received at the 2019 fall festival. Not only did we have an opportunity to enjoy your company, great food provided by Charbar; really good beer from Boulevard Brewing Company… we also raised $12,015.00 to help grant the wish of a child diagnosed with a critical illness. In the United States and its …
Employee Spotlight: Julia Urquhart
Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas City, where she studied Business with emphasis in Entrepreneurship, Marketing, and Psychology. When not working Julia spends her time running around with her thirteen year old step-son, Jonathon, and two rescue dogs, Rocky & Rosie. She enjoys gardening, playing golf …
Briefcase Study: Pension Options
A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement from your company, school, or municipality. You’ll see options such as Single Life Annuity, 50% Joint & Survivor Annuity, or Partial Lump Sum Option (PLOP). All of these options can …
