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Less than one month ahead of the traditional date, the IRS has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021. This new deadline also applies to making 2020 contributions to IRAs and Roth IRAs,...

Gift Giving Considerations for Tax Benefits

Kevan Matheson

Tuesday, December 22, 2020

To give is better than to receive, unless you’re giving more than your fair share to Uncle Sam. As you prepare your holiday gift list, you may opt to give family and friends gifts with lasting value that also offer tax benefits...

October Is Financial Planning Month

Breck Judd

Wednesday, October 7, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

When the Fed Talks Inflation, Bond Investors Listen

Kevan Matheson

Monday, October 5, 2020

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent....

This is Life Insurance Awareness Month - a reminder to consider including life insurance in your financial strategy, Contact the office if you'd like to discuss further!