Financial Planning Newsletter

3rd/4th Quarter 2020

Socially responsible investing has come a long way over the past decade. It used to be viewed as a way for relatively small numbers of investors to divest themselves of stocks in […]

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2nd Quarter 2020

Federal emergency aid legislation suspends required minimum distributions (RMD) for 2020. If you do not need the income from your IRA or retirement plan, here are tips to maximize the […]

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1st Quarter 2020

I would like to take this opportunity to welcome a couple new employees to FSA! Introducing John Jones and Jessica Pavik! John and Jessica came to FSA along with a […]

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4th Quarter 2019

Bid adieu to stretch IRAs! A new tax law was passed at the end of 2019 that removed this strategy for passing on your IRAs to the next generation while […]

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3rd Quarter 2019

ETFs may sound like aliens from the “Star Wars” movies. But they’re actually an increasingly popular investment that offers several potential benefits to investors. The acronym stands for exchange-traded fund. […]

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2nd Quarter 2019

The Tax Cuts and Jobs Act (TCJA) changed funding a child’s education significantly. Here are five factors to consider. You can now pay tuition for kindergarten through 12th grade at […]

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1st Quarter 2019

Do you consider yourself rich? If you own a couple of mansions, a fleet of luxury cars, and financial accounts reaching high into the millions, it may be easy to […]

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Who is your Trusted Contact? We’ve been with you through the ups and downs of life and the stock market.  During that time, we’ve learned a lot about you – […]

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3rd Quarter 2018

Retirement savers, give thanks! The recently passed tax plan doesn’t harm you – much. Congress, for instance, did not lower maximum contributions for tax-deferred plans, like traditional 401(k)s and individual […]

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