Most of us spent more time at home during the pandemic. We saw an increase in home maintenance projects that had been deferred but suddenly were elevated on the priority list. Personally, 2021 gifted me the purchase of a pellet stove and a water softener, the repair of a broken sprinkler line, and … [Read more...]
Q3 Financial Planning Newsletter
Our third-quarter financial planning newsletter is now available. It includes an update on the investment markets, along with our perspective on inflation. We also cover how to decide if you should opt-out of the child tax credit payments. In addition, we share that we've just completed our … [Read more...]
2021 Child Tax Credit Advance Payments
If your family is eligible for the 2021 child tax credit, you have the option to decide if you want to receive advance payments or not. The default is to receive the advance payments. You also have the option to opt out. If you opt out, you will still receive the full tax credit. It will just be … [Read more...]
Financial Planning April 2021 Newsletter
The second quarter financial planning newsletter is now available. It includes information on inherited IRA required minimum distributions, estate planning, spending plans, and an overview of the investment markets. We also share an update on meeting options and our team. Click here to read the … [Read more...]
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