The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment. [Read more…]

Medicare & July 2017 Newsletter

Join us for a good conversation around Medicare with our guest Karen Nelson, a knowledgeable resource in this complex subject.  Karen is a licensed insurance producer, with over five years of experience focused on Medicare products.  With health care becoming an ever increasing expense in retirement, this is a topic everyone needs to understand as a part of their retirement planning. Additional to this Shane, Susan, & Alex will be covering some of the topics from our July 2017 Newsletter.

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Tax Deferred Annuities: Are They Right for You?

Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone. [Read more…]

Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. [Read more…]

2016 Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2016 tax year.

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