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Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
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Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

A Spin on End-of-year Checklists

By Jaymon Meikle, Wealth Advisor Does this time of year make you want to get everything organized for the coming year? The end of the year sometimes compels people to create checklists to wrap up and start the next year anew.

What’s Your Plan for Retirement? Mine Includes Going to the Fair

By Jackie Heater – Director of Client Relations I had the opportunity to visit my hometown and take in the fair. Most people would think, “It’s just a hometown fair, so what’s the big deal?” But if you are from Putnam County, Unionville, MO, you know it’s a big deal!

7 Things to Know About the Historically Strong Fourth Quarter

“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October.  This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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