by Ashlee Desteiger | Oct 28, 2024 | Technical Topics
Are you a business owner? If yes, are you unsure if the CTA filing obligations apply to you? Let’s take a closer look at which clients may be affected by this requirement, how to file, and the required information for the filing. Introduction TO: Owners...
by Ashlee Desteiger | Sep 20, 2024 | Technical Topics
Let’s talk about college costs BEFORE you need to (proactive vs. reactive) and avoid the “we’ll figure it out when we get there” mentality. Remember, unlike retirement, you can’t move that goal post with college. College costs The sticker price is irrelevant! There’s...
by Ashlee Desteiger | Jul 24, 2024 | Technical Topics
Is it possible to create an incentivizing trust without demotivating? Typically, the goal of a trust is to pass on assets in the most efficient manner possible. That may mean avoiding estate tax, probate, confrontation, or a combination of all three! However, how do...
by Ashlee Desteiger | Jun 26, 2024 | Technical Topics
When it comes to investing, diversification and staying invested are the best ways to achieve long-term financial goals. However, this is often easier said than done, especially with the markets near all-time highs. Is there an optimal frequency to invest?...
by Ashlee Desteiger | May 27, 2024 | Technical Topics
No one wants to discuss it. No one wants to save for it. But most admit they may need some sort of care. How do you plan for it? Let’s address four questions related to long-term care. What is long-term care (“LTC”)? Definition: medical and non-medical care provided...
by Ashlee Desteiger | Apr 25, 2024 | Technical Topics
You filed your taxes – you’re done, right? Not so fast! Now is the best time to review your return to set yourself up for success this year. Here are our top 5 tax considerations for 2024: Did you fail to withhold or underpay your estimates? If so, review...
