Monthly Archives: March 2018

What’s your legacy?

One of the discussions we have with clients involves what they want their legacy to be. Legacy planning is very important and is different for everyone. The goal is to live your life, leave what you want to who you want (family, charity etc.) and give as little as possible to who you don’t want […]

Guide for Effective College Planning – by Andrew Gerlach

If you have children or grandchildren who plan on going to further their education, college planning is a must.  What most people don’t realize is that college planning is even more impactful the earlier you begin the process.   The reasons are many, however, the real benefit to starting early is that the more prepared your […]

A lot of promises to keep

In 2035, the U.S. will have more elderly than children. For the first time ever, there will be more people aged 65 and older alive than under 18, the Census Bureau predicts. The projection is based on the surge of baby boomers becoming senior citizens and fewer births over the past decade. The U.S. population is growing, set to […]

Don’t miss these common deductions for 2017

It’s tax season! Don’t miss on these sometimes missed deductions: IRA contributions – $5,500 unless you are over 50 then you can do $6,500 Health Savings Accounts – $3,350 Single and $6,750 Single + dependent(s) (If you’re self employed) SEP contributions – 25% of compensation up to $55,000 ALL may be able to be funded […]

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