July 2020 Book a Meeting Client Login
Summer Celebrations

While this likely won't be a summer where people will travel to remote destinations or take in events like Rodeos or Concerts, it's still worth celebrating. For those of you who have had the kids home, all… the… time… you may be exhausted.

Learning from home was a new venture for many of us and the lack of activities available was frustrating for everyone. With the sun out regularly now and school out for the summer, it's been good to get outside and enjoy the weather. We've been able to...

Your Financial Future

Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an Estate Plan and a Financial Strategy are important for those who want to ensure better tomorrows for ourselves and our families.

A Financial Strategy focuses on what we want to happen while we’re still alive. Estate Planning is concerned with what we want to happen here on earth after our death. It’s best to start with the Estate Plan because no one knows how soon it will be needed. Also, a well thought out...

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Feel Good Tax Relief

Carl and Cathy are well aware of the substantial tax advantages of making charitable contributions as well as the good feeling they get by helping their favorite charity. In addition to their annual contributions, they would like to bequeath more substantial amounts to their chosen charity in their wills. Some of their more affluent friends do this. However, Carl and Cathy do not feel that they are able to.

They would like to endow their favorite charity at a relatively low cost and get some tax relief in the process. Life insurance may...

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The only way to make sense out of change is to plunge into it, move with it, and join the dance.
Alan Wilson Watts
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.