Archive for May 2017
[Video] How Long Should I Keep My Tax Returns & Documents?
STEPHEN SMALENBERGER, EA How Long Should I Keep My Tax Returns & Documents? The question I hear a lot, especially this time of year, is how long should I hang on to my tax returns, tax documents like W-2s and 1099s? Essentially, as long as the Statute of Limitations is in effect. Statute of Limitations…
Read MoreFriday’s Financial Update 5-26-2017
MICHELLE SMALENBERGER, CFP® As we near the end of May the old theory of “Sell in May and Go Away” has been on everyone’s mind. Some may have decided to stick it out and sell at month-end and some may have sold earlier in the month. However, this year may not prove the best to…
Read More[Video] Having Teaching Moments With Your Kids About Money
STEPHEN SMALENBERGER, EA Having Teachable Moments With Your Kids About Money Earlier this year my wife and I were able to take our daughter to Disney world. And about that same time my mom pulled out my old bank. And it was through those lessons, through seeing Disney, through seeing mickey and her princesses that…
Read MoreFriday’s Financial Update 5-19-2017
MICHELLE SMALENBERGER, CFP® Early in the week we saw continued growth in U.S. stocks even amidst news reports from the prior weekend that started getting louder regarding political turmoil. The biggest story for the week was Wednesday with a pull back like we haven’t seen in a while. This did create a buying opportunity that…
Read MoreEstate Planning Documents: What are they?
Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created! Your family is depending on it. Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will: A legal document that allows your assets to…
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