Financial Planning Newsletter

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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2nd Quarter 2018

Perhaps the most despised federal levy is the alternative minimum tax, which Congress passed in 1969 to prevent the loophole-savvy ultra-wealthy from shortchanging Uncle Sam. Over the years, AMT’s reach […]

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1st Quarter 2018

As the 2017 tax filing deadline approaches, many are preparing to take advantage of IRA contributions.  As advisors, we often hear the question “Should I contribute to my Traditional or […]

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