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Nov 27, 13 •
1212 Views •
Financial Planning, Retirement Planning •
Stewart Koesten •
No Comments
I’ve learned quite a bit about various heating and cooling systems (HVAC) recently. The financial advantages, that is the cost of various systems compared to the benefits (tax credits and utilities savings) derived from these more expensive alternative...
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Nov 20, 13 •
2599 Views •
Financial Planning, Retirement Planning •
Jamie Bosse •
2 Comments
The average person is liable to spend up to one-third (i.e. 30+ years) of their life in retirement. The sooner you start planning for it, the better off you will be! Many companies offer full-time employees the opportunity to save for their retirement in...
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Nov 4, 13 •
1147 Views •
Financial Planning •
Matt Starkey •
No Comments
Shifting taxable income to other family members, usually children or grandchildren, who are in lower tax brackets is generally considered a time-tested tax planning strategy as it may reduce overall taxes for your family. But this could be especially valuable...
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Oct 9, 13 •
1192 Views •
Financial Planning, Retirement Planning •
Matt Starkey •
No Comments
If you own a small business or are self-employed, you have plenty of retirement planning options. Two of the most popular retirement plans for small businesses (particularly for those who are self-employed or have relatively few employees) are the...
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Oct 7, 13 •
1408 Views •
Career Planning, Financial Planning •
Joni Lindquist •
No Comments
As business executives launch and build careers, there may be “forks in the road” or opportunities to choose between working for a large, Fortune 500 company or a small company, say with less than 20 employees. Small businesses typically lead job growth...
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Oct 2, 13 •
1254 Views •
Financial Planning, Retirement Planning •
Matt Starkey •
No Comments
As a wealth manager I’m often asked, “Can I covert a traditional IRA to a Roth?” and, “If I can, should I?” and “When is a good time to convert?” There’s no blanket answer to those questions as the decision will depend on your particular...
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Oct 1, 13 •
1051 Views •
Financial Planning •
Stewart Koesten •
No Comments
Anytime now you’ll be asked to complete your selections for your cafeteria plan benefits for the next plan year. The selection of employee benefits should not be handed off to your personal assistant to decide. These choices are serious and affect both your...
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Sep 18, 13 •
1330 Views •
College Funding, Financial Planning, Retirement Planning •
Matt Starkey •
No Comments
The recent trend of postponing the child-rearing years can have an unexpected impact when your children are ready to enter college. If you had children relatively late in life, you may find yourself in a tight money squeeze at the same time you’re...
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Sep 11, 13 •
1292 Views •
Financial Planning, Retirement Planning •
Lucas Bucl •
No Comments
The Kansas City Star published an article, What you think you know about Social Security could be wrong recently that outlines some facts about the Social Security program. I thought the piece pointed out some good information, and one questionable opinion. ...
