Posts by Michelle Smalenberger, CFP®
Leaving a Plan For Those You Love [Video]
Let’s talk about leaving a plan for those people that you love! Let’s discuss the plans you should make in case something happens to you.
Read MoreWhat A Difference A Day Makes
What A Difference A Day Makes This last week brought many news headlines. One day in particular, Thursday, Nov. 3rd, brought many of those headlines. Let’s look into these stories to understand how our portfolios will be affected. Fed Governor Jerome Powell nominated as Federal Reserve Chair Mr. Powell is expected to largely follow in…
Read More[Video] Complete Your RMD’s
What are RMD’s and how can you make sure they are complete? Another item on your year-end checklist is making sure that your required minimum distributions are completed. There can be a variety of different types of accounts that this affects so we really want to make sure that we don’t forget about something. This…
Read MoreEverything That Can Keep The Market Moving Forward Can Also Pull It Back
Everything That Can Keep The Market Moving Forward Can Also Pull It Back Lately, we’ve heard about the good things that can keep this bull market moving higher. However, these same things can also pull it back. Let’s examine two areas where this holds true. Tax Reform Keeps Market Moving Higher: There is optimism that…
Read MoreHurry Up And Wait [Federal Reserve Chair – Bull Market]
Hurry Up And Wait! The Senate voted to pass the budget which now paves the way for tax reform in the bull market we are in. Optimism is growing that tax reform can get done before year-end but only time will tell. We are remaining hopeful that we see meaningful progress toward tax reform in…
Read More[Video] Maximize Annual Retirement Contributions
Maximize Annual Retirement Contributions One of the items at year-end that we need to be thoughtful of is how much money we’ve put into your retirement accounts available to us. This is one item that is part of our year-end tax planning checklist. In this video, we discuss maximizing your annual retirement contributions: MICHELLE SMALENBERGER,…
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