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Resource Articles

Saving or Investing: How to Grow Your Money Wisely

By Ann Freeman | June 12, 2024 | 0

Authored by: Adelae Winters, Financial Advisor In recent years, as we have experienced a rapidly changing interest rate environment, our general feeling toward cash on hand has adjusted. For the…

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Start Planning Now for Expiring Tax Provision

By Ann Freeman | June 6, 2024 | 0

Authored by: Kyle Meissner, CPA, Financial Advisor & Member  The Tax Cuts and Jobs Act (TCJA) of 2017 brought changes to the U.S. tax code, affecting both individuals and businesses.…

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How to Have Conversations with Your Adult Kids About Money

By Ann Freeman | May 29, 2024 | 0

Authored by: Jason Underwood, CFP®, Financial Advisor As parents, we often strive to protect and provide for our children throughout their lives. One crucial aspect of that care is discussing…

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1099-K Changes Are Here: What You Need to Know

By Ann Freeman | May 28, 2024 | 0

Authored by: Charlie Miracle, CPA, Financial Advisor, Member, Director of CAS If you’ve ever sold goods or services online or through payment apps, you might be familiar with Form 1099-K.…

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Unlocking Retirement Security: Understanding Secure Act 2.0 Changes

By Ann Freeman | April 24, 2024 | 0

Jennifer Babcock, CPA & Manager  Retirement planning can often feel like navigating a labyrinth, with rules and regulations changing frequently. In late 2022, the U.S. government made significant updates to…

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How to Build Your Wealth Based on Your Values

By Ann Freeman | April 24, 2024 | 0

Bradi Dahmen – Director of Wealth Management When people think of financial advisors, they might assume advisors only focus on wealth. But before helping our clients set financial goals, it’s…

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Key Retirement Updates for 2024

By Ann Freeman | March 20, 2024 | 0

Authored by: Adelae Winters, Financial Advisor As we approach Q2 of 2024, it’s essential to stay up to date on changes that could impact your financial plan. If you’re eyeing…

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Navigating the Taxation of Digital Assets

By Ann Freeman | March 20, 2024 | 0

Authored by: Nathan Cacka, CPA, Financial Advisor & Manager With Tax Day 2024 quickly approaching in a few weeks, you may have to report transactions with digital assets such as…

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Stay Ahead of the Curve: Important Tax Deadlines and Tips

By Ann Freeman | February 21, 2024 | 0

Authored by: Kyle Meissner, CPA, Financial Advisor & Member at Cordell, Neher & Company, PLLC It’s that time of the year again – tax season is upon us. With the…

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Give More, Pay Less in Taxes: Tax-Smart Charitable Giving Strategies

By Ann Freeman | February 15, 2024 | 0

Authored by: Jason Underwood, Financial Advisor at Cordell, Neher & Company, PLLC Several years back, the Tax Cuts and Jobs Act nearly doubled the standard deduction while restricting the state…

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