Courtesy Leu & Peirce, PLLC The New Year is a time for fresh starts and optimistic outlooks. After seeing family over the holidays and contemplating the future, many will add “getting affairs in order” to […]
By Len Nowak, CFP®, AWMA®, CTS™ When Congress enacted the Taxpayer Relief Act of 1997, which included establishing the Roth IRA, they probably weren’t thinking about college planning. The Roth IRA was introduced with retirement […]
By Tucker Thompson Because the impact some of these changes can have on both your healthcare and checkbook, thorough reviews are recommended! Highlights are mentioned, with special emphasis on checklists to help better understand your […]
More than 20 million Americans currently participate in 401(k) plans through their employers with an average account balance around $30,000. These pension plans can help to provide security for a comfortable retirement. It’s important to understand, however, the tax implications of these pension plans when you decide to change employers or perhaps are a victim of corporate downsizing. If you’re a plan participant there are several alternatives available to you. […]
By Gary Brancaleone CFP®, CRPC® Financial advisors don’t work for free, but their true value can far exceed the fees they charge when investors select them wisely. An advisor’s experience and expertise may actually help […]
By John J. Checki, Jr. and John J. “J. J.” Checki III Wouldn’t it be great fun and so comforting to have a way to get some good advice about money? Here’s hoping you […]
Courtesy Leu & Peirce, PLLC During the holiday season, we are reminded that the gifts we cherish the most don’t come wrapped in a box. Rather, it is the time we spend with loved ones […]
By M Keywood Deese, Senior VP & Trust Officer, Vision Bank, NA of Ada, Oklahoma Statistics reflect that over 55% of business owners die without a will, and that only 15% of family-owned businesses make […]
By Craig Watson Our story begins with Paul, a 78-year-old divorced man who passed away in late 2013. He had two children: a son named Rip and a daughter named Kelly. Paul told Kelly […]
By John Checki, CPA, CFP, CRC Boomers! Wow, what a generation. We live here and now. We are coming down the pike and changing everything in our path. Here are the seven biggest mistakes Boomers […]
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